“Take
PreciseFP ™ for a FREE
2-week test drive!”
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Laser App Integration Added! Laser App is the leading provider of form filling technology... more
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| Redtail Integration Added! Redtail, a web-based CRM application used by thousands of sophisticated advisors now imports...
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| MoneyGuidePro Integration Added! Award-winning MoneyGuidePro now accepts data from PreciseFP in an entirely...
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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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simple and convenient tool, this product
is right on the mark.! -
Steven Wykoff - Mersereau & Lazenby,
L.L.C. more
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 PreciseFP
™ is being reviewed by some key players
in the world of financial planning. Please
check back often as we add their comments
to this page.
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 See Who’s Talking about PreciseFP™, the #1 Client-Facing Data Gatherer! |
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“Clients appreciate it when you are organized in the way you get info from them;
I think it comes in cleaner than what you get from a paper-based form,”
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Ben Jennings, CFP®, Soundview Advisors |
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"PreciseFP™ offers numerous benefits other than just cost savings. First, because the software makes it so much easier to update existing questionnaires, you’ll probably use them more frequently with clients. Doing so can reveal changing client circumstances that they might not otherwise discuss with you in a timely fashion, or it might reveal additional revenue opportunities.”
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Joel P. Bruckenstein, Publisher |
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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."
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Joel Bruckenstein - Applied Technology for Financial Professionals Expert |
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"As a former COO for a financial advisory firm, I remember the struggle involved with collecting client data. I discovered the key is to make it as simple for them as possible. After all, isn't that why they're paying us? With PreciseFP, not only do you look more professional in your clients’ eyes by offering them a clean, easy-to-use data gatherer that they actually enjoy using, but they [the clients] are now doing your data entry work for you! How’s that for a win-win! " |
Ginny Hudgens, President |
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“Precise
FP represents the future of
financial planning… it provides
a consistent system which will
help improve the client experience
and will serve to create more
efficient systems within a planner’s
business.”
Russ Thornton
- Wealth Management
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“Finally,
an electronic questionnaire that
saves the planner valuable time
while allowing the client to fill
out the information and clearly
express his/her financial goals
and objectives. A win-win situation
for all concerned.”
Hayat Ames
- St John & Associate, Inc. |
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“For
the advisor whose intent is to
gather the primary data elements
from a client in a simple and
convenient tool, this product
is right on the mark.”
Steven Wykoff
- Mersereau & Lazenby, L.L.C |
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"As a fee only financial planner, I charge clients by the hour. If there is a
tool that saves me time, it saves my clients money. As a result I am more
competitive. PreciseFP is just such a tool. PreciseFP saves me at least 1 - 2
hours per case for new clients and it is a great way for clients to update
their status in coming years. The ability for clients to input their data in
the ³Secure Cloud² is advantage for many clients as well. "
Michael Chamberlain CFP® - Michael Chamberlain CFP®
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“This software is a dream come true. More financial plans will be done and the message of our profession will only spread more rapidly.”
Martin M. Bassett, III, CLU®, ChFC®, CFP®
- LPL Financial |
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“[PreciseFP] is shaking up the financial planning industry..”
Cindy Fields, CFP®
- Loyalty Alliance |
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