at Financial Technnology Year
This content is provided by FinTechBenchmarker.com who are responsible for the content. Please contact them if you have any questions.
PreciseFP
PreciseFP offers client data gathering software with insurance needs analysis features for financial advisors, streamlining the data collection process for insurance planning.
Email: info@precisefp.com
Phone: +1 866-449-3343
Web: https://www.precisefp.com/
products
PreciseFP
Category: Insurance Needs Analysis Software
Offers detailed insurance-focused data gathering forms, integration with financial planning software, and efficient client onboarding for insurance needs analysis. Enables secure collection of health and financial information necessary for comprehensive insurance planning..
More..