The new PreciseFP Enterprise model includes several user categories, including financial advisors, power users (who undertake the activities on behalf of designated financial advisors) central office and compliance personnel.
#PRECISE FP MANUAL#
PreciseFP eliminates manual data entry, digitizing the entire client engagement process by automatically filling custodial forms and sharing data with CRMs, financial planning software, and other tools advisors already use. Its new enterprise engagement model addresses the multiple – and often duplicative – data gathering activities that a wealth management firm’s various personnel engage in, covering everything from client prospecting, and new account opening, to ongoing administrative tasks. Docupace acquired PreciseFP in October 2021, recognizing that a consolidated data gathering solution comprised of both firms’ capabilities would have unlimited potential that has, until now, been relatively untapped for large enterprise wealth management firms. PreciseFP, the award-winning client engagement and data gathering platform from Docupace, announced the launch of its new enterprise engagement model, which is designed to consolidate multiple data gathering workflows to elevate the service experience for firms, financial advisors and their clients, while maximizing the value of existing technology expenses. PreciseFP Launches New Enterprise Engagement Model to Consolidate Data Gathering Workflows and Elevate Service Experience for Firms, Advisors and Clientsĭocupace’s PreciseFP Also Rolls Out Strategic integrations with AdvisorEngine, Pulse360 and FP Alpha expand PreciseFP footprint
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