Everyone in your firm that requires access to PreciseFP should have a user account. PreciseFP requires that every financial professional on your firm's ADV have a user account as per our terms and conditions. Please view our pricing page to see the cost for adding additional users.
To manage your users, click “users” in the settings sub-navigation (click on the circle icon in the lower left hand corner to access the Settings). Here you are able to create new user accounts (click the + icon in the upper right), update existing ones and remove unnecessary users (click on any current users name).
Once a new user account is created, he/she will receive an activation email that will provide him a link to create a secure password.
PreciseFP supports four customizable user roles:
Assistant - Use this role for administrative assistants that require access to only one team in your organization.
Advisor - Use this role for financial advisors that require access to only one team in your organization.
Team Lead - Use this role for the person in charge of a team in your organization.
Manager - Use this role for the person who could have more permissions to do more in the platform.