Template Library

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

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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
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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.
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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.
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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.
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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.
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Written by Courtney
Updated over a week ago

Redtail Template

A detailed template specifically for Redtail users to create a complete financial profile.
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Written by Courtney
Updated over a week ago

eMoney Template

A detailed template specifically for eMoney users to create a complete financial profile.
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Written by Courtney
Updated over a week ago

Satisfaction Survey

Solicit feedback from clients to know if you are providing appropriate service.
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Written by Don Whalen
Updated over a week ago

Financial Goals

A short template to check up on your client's financial goals.
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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.
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Written by Don Whalen
Updated over a week ago