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🌟 Discover the Power of Integration: Collegiate Funding Solutions & PreciseFP 🌟 Watch as we showcase the seamless integration between Collegiate Funding Solutions (CFS)-the leading college financial planning solution for advisors-and PreciseFP, the top client engagement tool. Learn how this powerful partnership helps you: Acquire higher-income clients with urgent financial needs Protect AUM fro...

Creating a top-notch financial plan starts with solid data. In this webinar, we explore the best practices for gathering and updating client information using the seamless integration between PreciseFP and RightCapital. With over 90 fields syncing automatically, you’ll discover how to efficiently collect data from prospects, keep it updated with clients, and craft standout financial plans-all w...

Are you an advisor struggling with efficiency and organization in your practice? Do these challenges sound familiar? "My problem isn’t getting clients; my problem is serving them efficiently." "I feel like we are constantly reinventing the wheel." "I lose sleep because I am afraid of dropping balls or something slipping through the cracks." "I don’t have a good way to see what’s going on within...

In this video, explore our powerful pre-built lead generation templates designed to streamline your client acquisition process: -Ready-to-Use Templates: Get started quickly with professionally designed lead gen forms that capture key information from prospects. -Calendar Integration: Seamlessly embed your calendar into lead generation forms, making it easy for potential clients to schedule meet...

In this video, we showcase how our powerful automation system works with an easy "set it and forget it" approach: If-Then Workflow Automation: Create efficient processes where actions automatically trigger subsequent steps based on your defined criteria. See how this automation can save you time, reduce manual tasks, and enhance your operational efficiency.

-Integration-Specific Fact Finders: Tailored for seamless integration with your existing systems. -PDF Account Opening-Friendly Fact Finders: Simplify account opening with user-friendly PDF forms. -Quick Fact Finders: For fast and efficient data collection on-the-go. -Dynamic Fact Finders: Adapt to your unique data needs with customizable options. Learn how these tools can enhance your workflow...

Ensure you're meeting FINRA's Know Your Client (KYC) requirements with PreciseFP's Data Quality Score! In this video, we'll guide you through how this feature assesses the completeness and accuracy of your client data, providing a percentage score that reflects your compliance level. Learn how to leverage this tool to identify gaps, improve data integrity, and stay on top of regulatory standard...

Discover the power of PreciseFP's extensive Form Library! In this video, we'll take you on a tour of the pre-built PDF and form templates available within the system, designed to streamline your data collection and client management processes. Whether you need a quick start with client onboarding, risk assessments, or financial planning, these templates are tailored to meet your needs.

Unlock the full potential of PreciseFP's Web Publisher feature! In this best practices tutorial, learn how to effortlessly create custom URLs or website collateral for your forms. Once your clients fill out these forms, their information flows directly into PreciseFP, ensuring a seamless and efficient data collection process. Perfect for website traffic leads or broadcast emails.

In this video, we dive into the best practice of sending a pre-filled fact finder before a client review. This simple yet powerful step ensures your clients have a chance to review and update any missing or incorrect information, making the upcoming meeting more productive and efficient. By giving clients the opportunity to verify their details ahead of time, you'll be able to focus on what tru...

Unlock the full potential of your advisory firm with PreciseFP’s core functionalities. In this deep dive, we explore how our platform goes beyond data gathering to deliver unparalleled client engagement, compliance, and workflow automation. Whether it’s customizing client forms, automating data entry, or ensuring KYC compliance, PreciseFP is designed to make your life easier and your practice m...

In today's fast-paced financial landscape, integration is key to staying ahead. PreciseFP stands out as the most integrated software in the industry, seamlessly connecting with over 30 leading financial tools. From CRM systems to financial planning software, see how our platform simplifies data flow, enhances productivity, and ensures accuracy across all your systems. Watch this video to unders...

Discover how PreciseFP has revolutionized operations for top financial firms! Including but not limited to client data collection, enhancing efficiency, and boosting client satisfaction with PreciseFP. This real-world success story is a must-watch for any financial advisor looking to elevate their practice.

PreciseFP Referral Program- Explainer Video

User Spotlight- Eric Negron- How PreciseFP Can be the Data Launch Pad to Practice Growth

FP Alpha and PreciseFP

GReminders PreciseFP

Getting Started with PreciseFP

Find Out Why Thousands of Advisors Choose PreciseFP for Data Gathering in Just 55 Seconds!

Pulse360- Turn Your Clients into Raving Fans!

Schwab Best Practices with PreciseFP

Workflow Whiteboarding Achieving Team Buy In for Success

How to engage with Schwab PDF's

PDF Mapper: Automatically Fill Any PDF with Your Client’s Data

PDF Templates

Form Template PDF Mapper

Income Lab and PreciseFP Integration Demo

Schwab Advisor Center

Wealthbox and PreciseFP Demo