Company

PreciseFP

It Services And It Consulting 101 Crawford Corner Road 5 employees

Employees: 5
Contacts: 3
Emails: 3
Phones: 2

precisefp.com LinkedIn

PreciseFP Overview

Headquarters: 101 Crawford Corner Road
Website: precisefp.com
Industry: It Services And It Consulting
Employees: 5
Founded: 2007
Funding: ,
Company Email: Available in AeroLeads
NAICS: Computer Systems Design and Related Services

Other Computer Related Services

Keywords

Data Gathering Software Client Onboarding Lead Generation Lead Capture Financial Planning Investment Management Data Management Investor Profile eSignature Financial Services DOL Fiduciary Rule KYC

About PreciseFP

PreciseFP is an automated engagement and onboarding platform that enables you to gather, store and securely distribute client information online. Find out how to take advantage of PreciseFP in different areas of your practice. - Fact finder: Data gathering for a comprehensive financial plan. - Risk Tolerance: Scientifically-validated risk tolerance solution. - Service Agreement: Customizable agreements with e-signature. - KYC and compliance: Regulatory compliance solution. - Workflow automation: Reduce administrative and repetitive tasks. - Lead generation: Capture new prospects and grow your business.

PreciseFP Contact Details

People in AeroLeads: 4
With contact data: 3
Email contacts: 3; 75.0% coverage
Phone contacts: 2; 50.0% coverage

PreciseFP Org Chart

Sample employees and titles

Name	Title	Location	Contact
David Knoch	CEO @ Docupace Technologies - Strategic Financial Services Leader	Dallas, Texas, United States	Email Phone
Richard Thoeny	Executive Vice President - Product Strategy	Denver, Colorado, United States	Email Phone
Daniel Rebelo	Php Architect at Precisefp		View
Courtney Garcia	Support Specialist Team Manager	Greater Lansing, United States	Email