fp.precisefp.com

precisefp.com

PreciseFP

http://precisefp.com/pricing

Mission + Vision. Press + Media. For Your Compliance Team. We take your firm’s client data-gathering seriously. That’s why we want to make sure that your PreciseFP account and log-ins are set up properly, so that only the appropriate individuals have access to your firm’s data. Whether you’re a firm of one or one-hundred, we’ll take the time to discuss important subjects like: Who controls the data? Who has the authority to customize forms? How are advisors added/removed from my account? Pricing (monthly...

precisefp.com

PreciseFP

http://precisefp.com/how-it-works

Mission + Vision. Press + Media. For Your Compliance Team. Online forms for Financial Advisors. Saves advisors time and money. Makes you look more professional. Serve clients better and increase revenue. The process, in a nutshell:. Create stunning forms within minutes. We even give you professional-looking client forms that you can use as a starting point. Invite clients and prospects to complete your forms online. Clients can immediately get to work and submit their data to you. A place to manage the d...

precisefp.com

PreciseFP

http://precisefp.com/mission-and-vision

Mission, Vision, and Values - PreciseFP" /. Mission + Vision. Press + Media. For Your Compliance Team. Mission, Vision, and Values. We are committed to making financial advisors better at what they do. We dedicate our resources to:. Providing a more enjoyable data-gathering experience for advisors, their clients, and their potential clients. Delivering tools that allow advisors to work more efficiently, thereby improving their firms’ profitability. Protect the advisors we serve. Do it right the first time.

precisefp.com

PreciseFP

http://precisefp.com/your-data

Your Data - PreciseFP" /. Mission + Vision. Press + Media. For Your Compliance Team. The data that is collected by you stays yours – forever. Your data is encrypted and can only be accessed by you and those to whom you grant access. At any time, you are free to take your data and request a full deletion from our servers. It’s your data. You are in control. For more technical information for your Compliance Team, please click here. As part of our commitment we are working with security researchers to make...

precisefp.com

PreciseFP

http://precisefp.com/support

Mission + Vision. Press + Media. For Your Compliance Team. Welcome to our Support Center! You can use the free-text search box above, or select from any of four support resources:. We know that financial professionals like to be able to find answers on their own. That's why we spent a great deal of time putting together and maintaining the PreciseFP Support Center. So that you can quickly and easily find answers to the most common (and even not-so-common) questions to get the most out of PreciseFP.

precisefp.com

PreciseFP

http://precisefp.com/blog

Mission + Vision. Press + Media. For Your Compliance Team. Encrypting client data: 1/2 of all advisors don’t do it. On July 18, 2016. A recent article that appeared in InvestmentNews entitled “Encrypting emails, files for clients is crucial, but not always followed” highlights the importance of encrypting client data in order to keep sensitive POI out of the hands of would-be wrongdoers. The…. EMoney Integration is Now Bi-Directional. On June 29, 2016. On June 15, 2016. Posted by Lukasz Kusiak. PreciseFP...

precisefp.com

PreciseFP

http://precisefp.com/careers

Careers - PreciseFP" /. Mission + Vision. Press + Media. For Your Compliance Team. Come join our growing team of financial and technology professionals. We’re always hiring. We’re building a company people love. A company that will stand the test of time. So, we invest in our people, and optimize for their long-term happiness. Medical and Dental Insurance. Executive Assistant – Services Team. Senior PHP Developer – Development Team.

precisefp.com

PreciseFP

http://precisefp.com/overview

Company Overview - PreciseFP" /. Mission + Vision. Press + Media. For Your Compliance Team. We are a team of financial and technology professionals committed to helping make financial advisors more efficient at what they do. Since 2007, we have talked to thousands of advisors, many of whom have placed their trust in us by making PreciseFP the central hub for client data-gathering. And that is a trust that we don’t take lightly.

precisefp.com

PreciseFP

http://precisefp.com/for-your-compliance-team

Information for Your Compliance Team - PreciseFP" /. Mission + Vision. Press + Media. For Your Compliance Team. Information for Your Compliance Team. We take data security very seriously and we are committed to providing a safe and secure platform. We ensure security compliance by maintaining and adhering to all necessary policies and standards that comply with regulatory and industry best practices. Firewalls block unauthorized access to our networks and servers.

precisefp.com

PreciseFP

http://precisefp.com/webinars

Mission + Vision. Press + Media. For Your Compliance Team. PreciseFP 4.0 – Sneak Peek PreciseFP 4.0! Discover the power of automated client forms. We will show you how to WOW! Your clients with leading-edge client-facing technology while allowing your firm to get out of the data-entry business forever. With PreciseFP, you can actually lower the cost of creating a financial plan by 40% or more. Every TUE @ 4:00 pm ET:. Https:/ attendee.gotowebinar.com/rt/1752825309686352897. Every THU @ 4:00 pm ET:. Learn...