PreciseFP

Product Type:

Client Data Gathering Tool

PreciseFP is the leader in client data-gathering and client engagement. We harness the power of our easy to use engagement and understanding platform for deep and personal client experiences built around you and your practice. Through greater engagement and understanding,  your practice can layer on more high margin services, increasing client stickiness, while simultaneously differentiating your practice from low service, low cost competitors.

INTEGRATion:

eMoney, Salesforce, MoneyGuidePro, Redtail, SmartOffice, Wealthbox CRM, EZ College Planning.

PRICING:

$60/month for the first user/team; $30/mo for add’l users.

CREATED BY:

PreciseFP

COMPANY ABOUT US:

We believe in empowering human fiduciaries through deeper client engagement and a more holistic understanding of clients’ wants, needs, and desires.

CONTACT:

PHONE: We offer live chat for better efficiency.

E-mail: [email protected]