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
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
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
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
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
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
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
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
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
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
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
Updated over a week ago