Integrated Advisors Network is always looking for resources — like Precise FP — that benefit our clients, builds their brand, eliminates administrative time and maximizes their client experience. With new clients especially, our advisors have found that PreciseFP helps them streamline that process significantly.
PreciseFP is an enterprise system that Integrated advisors have access to. This powerful platform can:
- Assist independent financial advisors in business development
- Simplify advisory practices’ workload
- Improve client service
Before PreciseFP, Onboarding Was Tedious
Advisors used to onboard a new client, and then hand-off the new client to someone on their team. This process required a lot of paperwork and notes; notes that someone on their team then had to put into their system manually. Typically, multiple people have to touch the documents and information multiple times to get a client set up. Or to input any relevant routine information. It was a lot of time spent NOT focusing on building a relationship with a client.
PreciseFP streamlines that process.
“While some advisors may be hesitant to try a new tool or new technologies, the initial time spent to set up and utilize PreciseFP is worth it.” ~ Anna Nelson, Mosaic Financial Solutions
How Does PreciseFP Work for a Client
Precise FP is a smart system that provides prompts to prospective clients. It actually helps an advisor gather more client information than would normally be mined. The system saves, in real time, what the user is inputting and allows the advisor to see where the client is in the process. Integrated is not aware of another system that does this, so we’re so excited to be able to offer this ground-breaking software to our advisors.
Each client our advisors have is unique and they love the flexibility to handle any circumstance. Advisors can create their own templates and customize their client’s experience to fit their style. They can then enable a seamless transfer of their client’s data between all the software tools that they use. Stopping the endless, repetitive data inputting.
PreciseFP even allows advisors to integrate with some custodian’s software. This software also integrates with tools including AdvicePay, Microsoft365, MoneyGuidePro, Redtail, ShareFile and others.
Bonus Features of PreciseFP
Additional forms are available and are customizable in the software, and all of them are branded with the advisors’ identity. Consistently branded forms elevates our advisors brands. Advisors can add in any forms from custodians as well. In addition, resources like fact finders, tax planning, lead nurturing and more are included. And PreciseFP integrates with DocuSign to make paperwork digitally seamless.
“PreciseFP is the tool I have been waiting for. Not only does it create efficiencies, but all our clients’ data is also more accurate from the beginning of the client relationship.” ~ Anna Nelson
Make Life Easier With This Tool
Overall, PreciseFP saves time. Time you can spend with your clients. From risk tolerance assessment and workflow automation to compliance and data transfer, this powerful financial advisor tool helps advisors evaluate prospective clients quickly, onboard them accurately and engage with them regularly.