recorded webinar

Integration Spotlight: PreciseFP

Integrated with Wealthbox, PreciseFP engages clients and prospects through customized and personalized online form templates that advisors create in minutes. Instead of sending long, generic questionnaires, impress clients with form templates that focus on their unique needs. Data from Wealthbox pre-fills the templates, so clients have less work. Also, data flows to Wealthbox, eliminating the need for data entry by staff.

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