PreciseFP now links to Wealthbox and Salesforce

Client data-gathering tool also links with Redtail and LaserApp
FEB 06, 2017
PreciseFP, a client data-gathering tool used by advisers to satisfy compliance obligations, said in a press release that it now integrates with Wealthbox and Salesforce customer relationship management systems. The Alpharetta, Ga.-based company said that once client data is captured by PreciseFP, it can be used to perform analytics within the platform or can be exported to other applications. The platform, which integrates with Redtail customer relationship management software and the Laser App form-filling application, helps advisers with compliance by keeping client data current. It also can act as a lead-generation tool by soliciting engagement from clients and prospects. (More: Fiserv to offer robo to its adviser, bank clients)

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