PreciseFP
Software · Georgia, United States · <25 Employees
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About
Headquarters
2650 Holcomb Bridge Rd Ste 320, Alpharetta, Geo...Phone Number
(678) 672-1538Website
www.precisefp.comRevenue
<$5 MillionIndustry
Recent News & Media
Who is PreciseFP
Spectrum Input was founded to help financial planners in their never-ending quest to become more efficient at serving their clients. Our main produ ct, PreciseFP , was developed to be a tool for all financial planners, from the solo practitioner, all the way up to the larger ensemble practice. Our goal, in developing PreciseFP , was to create a non-proprietary data gathering tool that uses industry-standard communication methods (e.g. XML, PDF), so that client data can be collected, processed, and stored in the most efficient manner.Read more
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Sep 30 2021
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PreciseFP News & Media
FP Alpha and PreciseFP Announce Partnership to Assist Financial Advisors with Advanced Planning
AI Advanced planning wealthtech firm, FP Alpha, will leverage digital client engagement platform, PreciseFP's key integrations, saving advisors time and expanding their advanced planning offering. NEW YORK, March 27, 2024 /PRNewswire/ -- FP Alpha, an AI-driven advanced planning solution...
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Frequently Asked Questions Regarding PreciseFP
Spectrum Input was founded to help financial planners in their never-ending quest to become more efficient at serving their clients. Our main product, PreciseFP , was developed to be a tool for all financial planners, from the solo practitioner, all the way up to the larger ensemble practice. Our goal, in developing PreciseFP , was to create a no... Read More
