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Support and Training
Support and Training

Our support policies

Updated over a week ago

The overall effectiveness of implementing the PreciseFP platform depends on the users' individual levels of familiarity and comfort with the system.

The following initial onboarding services are provided at no additional cost to the Customer:


  • One (1) -- Introduction to PreciseFP Demo (30 minutes)

  • One (1) -- Success Coaching Session (30 minutes)

  • One (1) -- Implementation Session (30 minutes)

  • Two (2) -- Troubleshooting Sessions (30 minutes each)

  • Full access to training documentation and guides

  • Full access to On-Demand library of universal (non-customized) videos

  • Unlimited access to general knowledge webinars provided by PreciseFP subject matter experts.

  • Unlimited chat support during business hours (Mon - Fri 9am -6pm ET)

Feel free to adjust or rearrange your training sessions. However, out of consideration for our time, any missed sessions (absence without prior notice) will be counted as part of your allocated support sessions.

Additional training or consulting services that were not previously mentioned may result in additional fees.

Unless stated differently, our Enterprise Clients will be granted a 2-hour onboarding support period with a specialized PreciseFP expert following the signing of the contract. This assistance will be delivered in 30-minute increments.

Why do we not provide a telephone number?

We have observed that 95% of the inquiries we receive can be effectively addressed through chat or communication. Our dedication to providing swift responses via chat and email not only ensures timely assistance but also offers a more cost-efficient approach compared to voice interactions. As a result, these operational savings are passed on to you, the financial professional, allowing you to benefit from reduced costs.

Chat:  You can chat with us via our website or through your dashboard by clicking on the green chat icon in the lower right hand corner.

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