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LPL New User Playlist
LPL New User Playlist

New user playlist for administrative and advisor staff new to the PreciseFP Platform.

Updated over a week ago

Welcome to the world of data gathering software! We want to ensure you get up to speed quickly and make the most of our powerful tools.

Here's a playlist of essential resources to help you on your journey:

  • Start by watching the PreciseFP training sessions for LPL reps. This popular webinar provides a comprehensive overview of the system, showcasing its features and functionalities. Access the recorded versions.

  • To familiarize yourself with the day-to-day functions of PreciseFP, check out the following Getting Started series of videos:

Note: If you prefer written documentation, we recommend bookmarking You'll find step-by-step instructions and screenshot demonstrations for various best practices. The search bar in the top-right corner allows you to quickly find specific topics and access immediate help.

Don't forget about the chat icon in the bottom right-hand corner. It's a convenient way to connect with a subject matter expert and get your questions answered by a real person.

We're here to support you every step of the way. Take advantage of these resources, and if you have any questions or need further assistance, don't hesitate to reach out.

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