PreciseFP

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

Built by

PreciseFP

Website

Other Integrations

Web-based Client Relationship Management software (CRM), integrates widely and deeply with other popular tools for the Financial Advisor.

Elements is a financial software that regroups business activities, such as CRM, workflows, product and document management or reports.

Wealthbox is a leading CRM software application that helps financial advisors manage their clients and collaborate as a team.

Curious how Investipal can help accelerate your firm's growth? Chat with one of our solution experts.