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Fintech Integration Marketplace / Wealth Management / Risk Profiling

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PreciseFP

PreciseFP is an automated engagement and onboarding platform that enables you to gather, store and securely distribute client information online

Website

https://precisefp.com/

Contacts

https://www.facebook.com/pages/PreciseFP-Data-Gathering-Tool-for-Financial-Planners/202488086430604

https://www.linkedin.com/company/precisefp---spectrum-input-llc-/

https://twitter.com/PreciseFP

PreciseFP
  • Fact finder: Data gathering for a comprehensive financial plan.
  • Risk Tolerance: Scientifically-validated risk tolerance solution.
  • Service Agreement: Customizable agreements with e-signature.
  • KYC and compliance: Regulatory compliance solution.
  • Workflow automation: Reduce administrative and repetitive tasks.
  • Lead generation: Capture new prospects and grow your business.
PreciseFP

Companies that integrate with PreciseFP

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Asset-Map
Asset-Map
A visual communication tool for financial professionals to create a simple illustration of their clients complete financial landscape.
#Financial Planning #College Planning #Retirement Planning
eMoney
eMoney Advisor | Fidelity Investments
eMoney is a wealth planning system for financial advisors.
#Financial Planning #Account Aggregation #Analytics #Retirement Planning #Tax Planning
MoneyGuide | Envestnet
MoneyGuide | Envestnet
MoneyGuide is the industry’s leading financial planning software platform.
#Financial Planning #Portfolio Management #Risk Profiling #Investment Research #Portfolio Reporting #Retirement Planning #Tax Planning
Practifi
Practifi
Practifi is the new benchmark for CRM-based systems in financial advice.
#CRM #Analytics #Broker-Dealer Platforms #Marketing
Redtail
Redtail Technology
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor.
#CRM
SmartOffice Ebix
SmartOffice | Ebix
SmartOffice is trusted across the financial services industry to help improve marketing efforts, provide valuable reporting capabilities that drive better business decisions, and create a customer-centric environment that helps increase sales revenue.
#CRM
Wealthbox
Wealthbox
Wealthbox is a web-and-mobile CRM application for financial professionals.
#CRM
XLR8
XLR8 | Concenter Services
XLR8 is the highly customized solution for Financial Services such as: Financial Advisory, Wealth Management, Personal Insurance, Commercial Insurance, and Corporate Plans, etc.
#CRM

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PreciseFP

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