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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
Risk Tolerance Questionnaire
A scientifically validated Risk Tolerance Questionnaire (RTQ) that can be used with clients and prospects
Written by
Courtney
Updated over a week ago
End of Year Tax Planning
Help clients with end-of-year tax planning and help them prepare for the future.
Written by
Courtney
Updated over a week ago
Best Credit Card
By asking a few basic questions, you can quickly and easily make a recommendation that will make you look like a hero.
Written by
Don Whalen
Updated over a week ago
SmartOffice Template
A detailed template specifically for Smart Office users to create a complete financial profile.
Written by
Courtney
Updated over a week ago
MoneyGuidePro Template
A detailed template specifically for Money Guide Pro users to create a complete financial profile.
Written by
Courtney
Updated over a week ago
Redtail Template
A detailed template specifically for Redtail users to create a complete financial profile.
Written by
Courtney
Updated over a week ago
eMoney Template
A detailed template specifically for eMoney users to create a complete financial profile.
Written by
Courtney
Updated over a week ago
Satisfaction Survey
Solicit feedback from clients to know if you are providing appropriate service.
Written by
Don Whalen
Updated over a week ago
Financial Goals
A short template to check up on your client's financial goals.
Written by
Don Whalen
Updated over a week ago
Financial Fact Finder
A detailed template that provides all the information required for a complete financial profile.
Written by
Don Whalen
Updated over a week ago