How Advisors Use PreciseFP + Wealthbox to Expedite Processes

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Watch this previously recorded live webinar to see how customizing the integration between PreciseFP and Wealthbox helps advisors gather client information even faster. This webinar will cover:

  1. How PreciseFP’s data gathering solution helps advisors streamline their processes and become more efficient while engaging clients.
  2. How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before.
  3. How the bidirectional sync between PreciseFP + Wealthbox can be customized to eliminate manual data entry.
  4. The benefits of the PreciseFP and Wealthbox integration, and how to get started with ease.


Courtney Peek

Head of Support


Chris Kopanski

Sr. Product Specialist


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