Integration Spotlight: eMoney

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Integrated with eMoney, PreciseFP engages clients and prospects through customized and personalized online form templates that advisors create in minutes. Instead of sending long, generic questionnaires, impress clients with form templates that focus on their unique needs. Data from eMoney pre-fills the templates, so clients have less work. Also, data flows to eMoney, eliminating the need for data entry by staff.

Come and see for yourself how advisors are providing paperless, customized data-gathering experiences for their clients and prospects. We'll show you how incredibly easy it is to create form templates for a specific client. You'll also see how data flows seamlessly to eMoney, avoiding time-consuming data-entry and costly keystroke (i.e. "Bad Data") mistakes
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EN Tutorials

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