Everything you need to know to get started with PreciseFP.
A one-stop solution for an LPL Rep's frequently asked questions, a dedicated live training session, and an exclusive playlist tailored for new users.
Getting Started With Templates and Engagements
Articles describing how to work with PreciseFP Form & PDF templates and Form & PDF engagements.
Prospect & Client Management
Articles explaining how to manage your prospect or client information.
Help articles pertaining to PreciseFP's custodial templates
Data Importing And Exporting
Instructions on how to import and export data from various integrations.
PreciseFP Digital Transformation Steps
Our four steps are designed to help guide you to an effective digital transformation process for your business.
Settings & Company Management
Articles outlining how to manage your company account settings.
Articles outlining how to work with the Dataset. (For Company Admins. Only)
Adding Intelligence to your Templates
Here you will find out how to add intelligence to your templates like calculations, conditions, etc.
This list shows the templates that come with PreciseFP out of the box.