PreciseFP is an automated data management platform that enables you to gather, store and securely distribute client information online.
Joined June 2009
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518 Photos and videos
13 May 2025
Join us for a live webinar, this Thursday, May 15th at 11:00 am CDT. In this webinar, we will discuss how to leverage technology to streamline workflows, enhance communication, and provide seamless, high-touch service.
precisefp.com/webinar/client…
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9 May 2025
Clients often don’t know what they don’t know when it comes to security risks.
As a fiduciary, it’s your responsibility to stay ahead of these concerns. Learn more in our recent blog about 3 ways to talk to your clients about risk management. precisefp.com/blog/3-ways-to…
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8 May 2025
"This is the best money we've spent on tech." Andy Pike, Founder of Quo Vadis explains how our platform saves his team hours of work EVERY week. Watch the full webinar here: precisefp.com/webinar/automa…
#UserSpotlight #WealthTech
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7 May 2025
We are excited to participate in the virtual GrowthTech Summit this week! Richard Thoeny will be speaking on "The Art of Organic Growth Through Tech". Register Now! precisefp.com/webinar/growth…
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1 May 2025
NIGO rates can bog down any new account opening process. Find out how to combat common errors in this clip. Then watch the on-demand webinar with #PreciseFP & #BentoEngine for more. #wealthmanagement precisefp.com/webinar/on-dem…
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29 Apr 2025
Financial decisions are emotional, so clients aren’t just searching for someone with technical knowledge—they need someone with emotional intelligence who understands their situation.
Here are some best practices to help you connect with clients. precisefp.com/blog/3-ways-to…
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28 Apr 2025
Imagine being in a client meeting, no note-taking, no toggling between systems, just a real, present conversation.
Join us for a live demo on Thursday, May 1st and see how you can go from conversation to plan, effortlessly with #FinMateAI & #PreciseFP precisefp.com/webinar/finmat…
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24 Apr 2025
Your firm’s growth could be stalled by outdated thinking. Don’t let common industry myths hold you back. Get the insights you need in our latest whitepaper. Download it here: precisefp.com/the-5-biggest-…
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21 Apr 2025
Remember when data meant endless Excel sheets? At PreciseFP, we've transformed manual work into effortless, one-click integration. Watch the webinar to learn how: precisefp.com/webinar/on-dem… #DataIntegration #ClientSuccess
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17 Apr 2025
Testimonials can be your secret weapon to bring in new clients and build trust. In other words, if you’re not using them to your advantage, you’re likely missing out.
Follow these four proven tips to produce more client testimonials. precisefp.com/blog/how-to-ge…
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16 Apr 2025
The best of both worlds. #QuoVadisFinancial blends digital efficiency with personal client relationships using #PreciseFP’s hybrid approach.
Find out how they streamlined processes while keeping the human touch. Read more: precisefp.com/customer-stori…
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15 Apr 2025
Excited to announce our new integration with #FinMateAI 🎉 This integration allows financial advisors to effortlessly go from a discovery conversation to a generated financial plan.
precisefp.com/media/precisef…
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14 Apr 2025
Advisors work with a wide range of clients. The key to outstanding service lies in understanding what truly matters to each client.
Explore how you can gain a deeper understanding of your clients. precisefp.com/blog/how-to-kn…
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9 Apr 2025
Embrace the digital era in finance! Our whitepaper delves into the shift from pen-and-paper processes to digital e-signatures. It’s a move that changed the industry for good. precisefp.com/from-paper-to-… #wealthmanagement #wealthtech
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7 Apr 2025
Tech-savvy advisors can stand out and provide the high-quality service clients want. Embracing technology means being proactive and ready to take some risks. Let’s take a deeper dive into 4 ways advisors can become digitally savvy. precisefp.com/blog/4-ways-ad…
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3 Apr 2025
In today’s world, organic growth and word-of-mouth alone won’t cut it.
In this blog, we’ll dive into why marketing is more than just a checkbox for growth. precisefp.com/blog/want-to-g…
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2 Apr 2025
Join PreciseFP, #AdvisorDigital, and several of Advisor Digital’s clients tomorrow, April 3 at 11 am central for a live webinar to learn how they leverage Advisor Digital’s custom configuration of #PreciseFP.
Register Now! precisefp.com/webinar/precis…
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31 Mar 2025
Your CRM is a wealth of insightful data. Find out how to surface the most actionable pieces automatically with technology that’s easy to use. Watch this on-demand webinar with @PreciseFP & @BentoEngine for more. #wealthmanagement #wealthtech precisefp.com/webinar/on-dem…
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26 Mar 2025
Check out our recent blog, where Richard Thoeny talks about how financial advisors and firms need to integrate their systems instead of working with the challenges of siloed data and software systems. precisefp.com/blog/how-preci…
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25 Mar 2025
“The swiss army knife of all my technology” is how Eric J. Negron, thinks of #PreciseFP.
Do YOU want to say goodbye to hours spent manually filling out paperwork each time a client profile needs to be changed? precisefp.com/why-financial-…
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