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
PreciseFP
IT 服务与咨询
Holmdel，NJ 833 位关注者
Simplifying data gathering, while providing consistency around client onboarding and compliance.
关于我们
PreciseFP is an automated engagement and onboarding platform that enables you to gather, store and securely distribute client information online. Find out how to take advantage of PreciseFP in different areas of your practice. - 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.
- 网站
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https://www.precisefp.com
PreciseFP的外部链接
- 所属行业
- IT 服务与咨询
- 规模
- 11-50 人
- 总部
- Holmdel，NJ
- 类型
- 私人持股
- 创立
- 2007
- 领域
- Data Gathering Software、Client Onboarding、Lead Generation、Lead Capture、Financial Planning、Investment Management、Data Management、Investor Profile、eSignature、Financial Services、DOL Fiduciary Rule、KYC、Data Transfer、Document Management、Risk Tolerance、Electronic Forms、Data Encryption、Compliance Software和GDPR
地点
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主要
获取路线
101 Crawford Corner Road
Suite 1324
US，NJ，Holmdel，07733
PreciseFP员工
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Sebastian Skwarek
President of Docupace Europe, Executive Vice President of Engineering, Co-Founder @ PreciseFP
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David Knoch
CEO @ Docupace Technologies | Strategic Financial Services Leader
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Richard Thoeny
Executive Vice President - Product Strategy
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Courtney Peek
Support Specialist Team Manager
动态
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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??
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Join us next week! #AdviceTechLIVE
Hear what Nora from PreciseFP has to say about what you can look forward to at #AdviceTechLIVE this year! Register Today ?? https://bit.ly/4hAwehu
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We’re proud to be sponsoring the #AdviceTechLIVE virtual event taking place Tuesday, November 12th and Wednesday, November 13th. Our very own Nora Gallegos, MBA will be demonstrating on the main stage. Click this link to register for the free event. https://lnkd.in/dHTs5SF.
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Our team is kicking off the week at Osaic #ConnectEd24 Looking forward to the next few days connecting with advisors and partners! Nora Gallegos, MBA Kevin Johannesen
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In the realm of financial advising, staying connected with clients is crucial. It’s not enough to communicate only during reviews; life is happening constantly, and your clients have diverse moments worth acknowledging. This blog will unravel five easy strategies for wealth management firms to enhance their client communication today, aligning with the evolving expectations of today’s investors. https://lnkd.in/g9TnTDXZ
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Revolutionize client data gathering with PreciseFP! Secure, seamless, and advisor-trusted. Start your free trial now! https://lnkd.in/gyTZTK7K #FinancialAdvisors #FreeTrial?
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We are excited to participate in #AdviceTechLIVE! Register Now for Free https://lnkd.in/gtsh66ep
Join this year's #AdviceTechLIVE to see 20 speed-demos from innovative FinTech companies from the comfort of your own space! Remember it's FREE to register, and only registrants can access the playbacks of all sessions. Register today ?? https://hubs.li/Q02T6ggg0
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Our team had a great time at #XYPNLive this week connecting with users and partners! Thank you XYPN for putting on a great event. Ryan George Richard Thoeny Calvin Truong
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Integrations save time, ease workflows, and improve client communications. See how PreciseFP integrations change the game in this video clip. https://lnkd.in/e2b3Qvad #wealthtech