PreciseFP
Highly Engaged Employees
Highly Engaged EmployeesFinancial Software · Georgia, United States · 11-50 Employees
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Overview
Headquarters
2650 Holcomb Bridge Rd Ste 320, Alpharet...Phone Number
(603) 634-5130Website
www.precisefp.comRevenue
<$5 MillionIndustry
ZI Rank: 1
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About PreciseFP
PreciseFP is a comprehensive suite of data-gathering and client-engagement solutions specifically designed for financial advisors. The software enhances operational efficiency by eliminating manual data entry through features such as risk tolerance assessments, workflow automation, and KYC compliance. It allows advisors to engage clients easily, onboard new clients seamlessly, and maintain updated customer profiles across various tools. With its flexible, customizable features and integrations with common financial tools, PreciseFP is aimed at helping financial advisors deliver exceptional client experiences while saving time and resources.Explore more
PreciseFP Org Chart
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PreciseFP Tech Stack
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PreciseFP News & Media
Zocks and PreciseFP Partner to Automate Client Onboarding and Data Collection Workflows Directly from Conversations
SAN FRANCISCO--(BUSINESS WIRE)--Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, today announced a new integration with PreciseFP, the award-winning client engagement and data-gathering software from Docupace. The partnership enhances Zocks’ ability to automate key client workflows and accelerate the path from conversation to advice. “Client onboarding and data gathering have always been friction points for advisors,” said Mark GFP 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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PreciseFP is a comprehensive suite of data-gathering and client-engagement solutions specifically designed for financial advisors. The software enhances operational efficiency by eliminating manual data entry through features such as risk tolerance assessments, workflow automation, and KYC compliance. It allows advisors to engage clients easily, on... Read More
