PreciseFP

As we close the chapter on 2024, we wanted to take a moment to reflect on an amazing year here at Docupace & PreciseFP! Thank you to all our employees, partners and customers! https://www.docupace.com/

Navigating client expectations in the financial advice world can sometimes feel like balancing between explaining the inner workings of a clock and simply telling the time. While some clients crave detailed insights into every aspect of their finances, others just want to know the bottom line. Communication is key in managing expectations. Our recent blog talks about communication with clients and how to manage their expectations. https://lnkd.in/gQyJBrTA

Discover why thousands of advisors trust PreciseFP for their client data gathering needs. Secure, seamless, and highly customizable. Begin your free trial today and see the difference. https://lnkd.in/gyTZTK7K #FinancialAdvisors #FreeTrial 

Not everyone's comfortable with the same level of financial risk—that's why one-size-fits-all advice doesn't cut it. Our guide shows financial #advisors how to tailor their approach to each client's unique tolerance. Get the guide now. #risktolerance #wealthtech https://lnkd.in/gVgbzWtK

Everybody wins when financial planners have the right data in place. Find out how PreciseFP gives wealth managers an edge. Watch the webinar on-demand now. #wealthmanagement #wealthtech Nora Gallegos, MBA Philipp Hecker https://lnkd.in/gQ5nPdiu

In today’s world, where you can order a pair of shoes in minutes and stream content on demand, why should interacting with your financial advisor be any different? Clients increasingly expect the same level of convenience and immediacy in their financial dealings. They want to engage with their financial plans and explore scenarios in real-time, not just once a year during a review. In this blog, we’ll explore how technology can help you meet modern client expectations and drive growth. https://lnkd.in/gjyKKy9V

Join PreciseFP and Wealthbox for a demo of Precise FP’s Meeting Prep Workflow template in Wealthbox next week, December 11th at 2:00 pm ET. Learn how to streamline your meeting preparation process and ensure every client interaction is organized and efficient. From keeping client data up to date to personalizing the meeting experience, this workflow helps advisors save time, reduce administrative tasks, and maintain consistency across client interactions. Nora Gallegos, MBA Chris Kopanski Register Today: https://lnkd.in/gVh9DFhS This webinar will cover:  ✔️ An overview of Workflow Libraries in Wealthbox. ✔️ How advisors can duplicate and edit existing workflows and create and edit workflow templates in Wealthbox. ✔️ How to use Precise FP’s Meeting Prep Worfkow template to simplify preparation, minimize errors, and provide a polished client experience. ✔️ Getting started with the Precise FP Meeting Prep Workflow template in Wealthbox.

Eric J. Negron, CEPA® ♟️ at Forefront Wealth Partners has been in financial services for nearly 20 years. He’s used PreciseFP for 5 of them and calls it “the most instrumental tech” for kicking off their processes. High praise! We’ll take it. Keep up the good work, Eric! https://lnkd.in/gFE7w3A7

Show your friends how much you love PreciseFP. They’ll get half off their first three months and you’ll get a $100 gift card. Refer someone today. https://lnkd.in/eChW6rZb  

Join us next week! #AdviceTechLIVE