PreciseFP is an automated data management platform that enables you to gather, store and securely distribute client information online.
Holmdel, New Jersey
Joined June 2009
- Tweets2.1K
- Following370
- Followers1.1K
- Likes654
PreciseFP retweeted
Exciting News 🎉 Docupace Wins in Onboarding Product Category at WealthBriefing #WealthTechAmericasAwards 2024 @PreciseFP docupace.com/news-events/doc…
PreciseFP retweeted
Join our experts live and get all your questions answered at our webinar with @PreciseFP on Thurs 3/16 at 2pm ET. Sign up here 👉 bit.ly/3IyHYjy
PreciseFP retweeted
🤞 Have you signed up for our webinar next Thursday with @PreciseFP yet? Learn how the integration works. Sign up here 👉 bit.ly/3IyHYjy
PreciseFP retweeted
Calendly’s new update to allow one off meetings is overdue solves their biggest drawback.
Using their workflows + @PreciseFP has been a game changer for my clients so I’m really excited for this barrier to be gone
PreciseFP retweeted
One year after @docupace acquired @PreciseFP they launched enterprise capabilities
The enables cross selling the #1 data gathering solution for #RIAs into their broker-dealer client base
bit.ly/3H3QJSi
PreciseFP retweeted
Stop by Booth 811 to enter to win a copy of The NEXT Millionaire Next Door! #fpaannual @millnextdoor
PreciseFP retweeted
Financial advisors should be able to communicate the complex in simple terms to their clients, their tech stack should do the same for them.
That's why I use:
@altruist
@AssetMapLLC
@Riskalyze
@RedtailCRM
@PreciseFP
@eFileCabinet
@ActiveCampaign
What's your tech stack?
PreciseFP retweeted
Don't fall into the trap of generic online forms. Impress your clients with form templates that focus on their unique needs.Join us and @PreciseFP to see how this integration can help eliminate the need for data entry by your staff. ow.ly/m4Xe50JULBb
PreciseFP retweeted
Do you want to save time? Stop doing things manually then. See how you can get automation (usually reserved for Enterprises) for your practice.
Join @PreciseFP & us for a webinar to see how you can do this easily
#fintwit advisors, sign up bit.ly/3OwV2b3
PreciseFP retweeted
Oh hey 👋🏻 that’s me. Come hang out with me and the @PreciseFP team June 28th. – at Rocklin, CA
Learn How to Request and Review Tax Returns At Scale Using PreciseFP + Holistiplan in our upcoming webinar on June 28th at 2:00 PM ET. Register now: hubs.la/Q01dJhyy0
PreciseFP retweeted
Want to learn more about how @PreciseFP can help you streamline your internal data gathering processes?
Join one of their Fact Finders webinars where they go over how to adapt them for any situation!
Register ⬇️
register.gotowebinar.com/rt/…
PreciseFP retweeted
This webinar with @FpPathfinder and @PreciseFP (featuring a real-life, hands-on, how-to from #Advisor Michael Whitman) will be a #masterclass in how to get the most from your #techstack. Register today! ⬇️
Join us to learn:
✅How @PreciseFP makes it easy to build, schedule, & send client communications.
✅How fpPathfinder simplifies & streamlines communications in PreciseFP.
✅How to incorporate other pieces of your #techstack.
Register 👉: bit.ly/April21_twitter
#CFP #Fintech
ALT fpPathfinder PreciseFP webinar registration
PreciseFP retweeted
The pieces of your tech stack can work together in ways that add 💪 to your practice. Join @MichaelLecours, @PreciseFP, and advisor Michael Whitman for a hands-on how-to for bringing it all together.
👉bit.ly/April21_twitter
#techstack #fintech #fintwit #CFP #advisor #webinar
PreciseFP retweeted
We can't wait for our webinar with @PreciseFP on Weds 3/23 at 2pm ET. See the integration in action and get all your questions answered by product experts. Sign up here 👉 bit.ly/3syoogJ
PreciseFP retweeted
📣 New Webinar Announced! Join us on Weds 3/23 as we discuss the integration with @PreciseFP and how it can help you save time and impress your clients. Sign up here 👉 bit.ly/3syoogJ
PreciseFP retweeted
Join @PreciseFP on Wednesday, October 27th to learn about E-Signature for Service Agreements and More!
Using their their templates and services, you will never again need to ask your clients to print, sign, scan and return a document.
Register below!
register.gotowebinar.com/rt/…
PreciseFP retweeted
@Riskalyze unveils platform enhancements at its annual Fearless Investing Summit, while @docupace announces it acquired @PreciseFP automated data management platform: thinkadvisor.com/2021/10/01/…
PreciseFP retweeted
Another #wealthtech deal with @docupace acquiring @PreciseFP which is labeled client onboarding but offers much more of a swiss army knife of advisor tech and client engagement capabilities. Congrats @DavidKnoch and Don Whelan.
Big news today in back office land. Docupace has acquired award-winning client onboarding solution PreciseFP #fintech #FISummit #backofficeheroes
docupace.com/news-events/doc…[…]isition-of-awardwinning-client-onboarding-provider-precisefp
PreciseFP retweeted
Congratulations @PreciseFP, winner of the TECHNOLOGY PROVIDERS: Client Onboarding/New Account Opening category of the 2021 Wealth Management Industry Awards! #WMIA21 #Wealthies
