Upcoming Webinar: Client Engagement + Financial Planning: PreciseFP and Asset-Map

Integrated with Asset-Map, 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 flows to Asset-Map, eliminating the need for data entry by staff.

Asset-Map is a Software-as-a-Process experience for financial professionals who provide in-person and remote advice in the wealth management, investment, and insurance markets.

Come see how this bi-directional integration allows data to flow from PreciseFP to Asset-Map, and vice versa.