"Take
PreciseFP ™ for a FREE
2-week test drive!"
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MoneyGuidePro Integration
Added! Award-winning MoneyGuidePro now accepts data from PreciseFP... more
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| Advisor
Dashboard ™ Statistics Added! - Now,
you, the advisor, can...
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| Microsoft BCM Integration
Added! - Whether you use a specialized Contact Relationship Manager (CRM),...
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"...[PreciseFP] is one of those things that make you wonder why nobody has done this before. It is certainly worth checking out." - Joel Bruckenstein - Applied Technology for Financial Professionals Expert.
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| "... a
simple and convenient tool, this product
is right on the mark.! -
Steven Wykoff - Mersereau & Lazenby,
L.L.C. more
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What is PreciseFP™ ?
PreciseFP™ is an intelligent, customizable, online questionnaire that allows clients and prospects to provide data to financial planners in the most fast, easy, and efficient manner.
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"Take PreciseFP ™ for a FREE 2-week test drive!" |
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Did You Know? |
By using PreciseFP, on average, advisors save $852.00 and 4hrs 15mins
per submitted questionnaire. |
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| Follow Us! - Feature Updates, Tips, Tricks, Testimonials, Interact with PreciseFP Users! |
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