Help Center

Getting Started

Everything you need to know to get started with PreciseFP.

5 articles in this collection
Written by Courtney

PreciseFP Digital Transformation Steps

Our four steps are designed to help guide you to an effective digital transformation process for your business.

4 articles in this collection
Written by Sebastian Skwarek

Getting Started With Templates and Engagements

Articles describing how to work with PreciseFP templates and engagements.

59 articles in this collection
Written by Courtney and Daniel R

Prospect & Client Management

Articles explaining how to manage your prospect or client information.

10 articles in this collection
Written by Courtney

Activity Tracking

Articles about monitoring and tracking your firm's activity within PreciseFP.

2 articles in this collection
Written by Courtney

Shareholders Service Group Custodial Templates

Help articles pertaining to the SSG specific custodial templates

4 articles in this collection
Written by Courtney and Daniel R

Data Importing And Exporting

Instructions on how to import and export data from various integrations.

21 articles in this collection
Written by Courtney

Settings & Company Management

Articles outlining how to manage your company account settings.

18 articles in this collection
Written by Courtney and Daniel R

Dataset Tutorials

Articles outlining how to work with the Dataset. (For Company Admins. Only)

3 articles in this collection
Written by Courtney

Adding Intelligence to your Templates

Here you will find out how to add intelligence to your templates like calculations, conditions, etc.

4 articles in this collection
Written by Courtney and Daniel R

Template Library

This list shows the templates that come with PreciseFP out of the box.

10 articles in this collection
Written by Courtney and Don Whalen

Other

5 articles in this collection
Written by Courtney

Schwab Custodial Templates

1 article in this collection
Written by Courtney