An even better experience for your clients

This latest release improves the experience the client has while providing important financial data to you the advisor. “We listened to feedback that advisors shared with us from their clients having used PreciseFP. Improvements were made based on this feedback and we are pleased to offer these in our latest release”, said Don Whalen, CFP® and co-founder of Spectrum Input. Some of the enhancements include clearer instructional messages, a new series of how-to instructional videos, and automatic client balloon tips that alert clients on how to use important features of PreciseFP. Clients can also now specify their own password in order to save their questionnaire and continue at a later convenient time.

Three new integrations means less data entry for you

Advisors can now export data gathered from the client to Microsoft Outlook Contacts, Microsoft Outlook Business Contact Manager, and MoneyTree Software’s suite of financial planning applications. “Once the advisor is satisfied with the quality of the data provided by the client, after having massaged any erroneous or missing pieces of information, he can export that data for use in any three of these applications.”, said Sebastian Skwarek, Adobe® Solutions Integrator and co-founder of Spectrum Input.

By extended the reach of client-provided data, PreciseFP allows advisors to shorten the amount of time it takes to create financial plans and perform other administrative-related tasks such as establishing and maintaining client contact information.