“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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| MoneyTree Software Integration Added! PreciseFP allows the data entry process to be completed by the person who...
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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 ™ Custom?
PreciseFP
™ Custom is our response to the financial
planner who likes his current questionnaire,
but wishes to bring it into the 21st
century. We will create a custom solution
using your current questionnaire and
PreciseFP
™ technology.
PreciseFP Custom revolutionizes
the way Financial Advisors and their
clients interact through engaging
rich Internet application that improves
communication, achieves better business
results, and increases the Financial
Advisor's productivity. |
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Please contact Sales at sales@spectruminput.com
for more information about PreciseFP ™ Custom. Please note that while our Adobe ™ experts can create cost-effective, custom PDFs for your firm, a full-blown web-based PreciseFP ™ Custom application would require a significant investment that is likely to be out of reach for most smaller firms.
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