PreciseFP

A scientifically validated Risk Tolerance Questionnaire (RTQ) that can be used with clients and prospects

Risk Tolerance Questionnaire

Help clients with end-of-year tax planning and help them prepare for the future.

By asking a few basic questions, you can quickly and easily make a recommendation that will make you look like a hero.

A detailed template specifically for Smart Office users to create a complete financial profile.

A detailed template specifically for Money Guide Pro users to create a complete financial profile.

A detailed template specifically for Redtail users to create a complete financial profile.

A detailed template specifically for eMoney users to create a complete financial profile.

Solicit feedback from clients to know if you are providing appropriate service.

A short template to check up on your client's financial goals.

A detailed template that provides all the information required for a complete financial profile.

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

Find answers and get help from Intercom Support and Community Experts

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