Being an opinionated bunch, financial advisers let me know when I write a story that fails to include a product they like.
If Don Whalen had to make an elevator speech about his product, he would probably describe PreciseFP as an online universal client data entry form.
Financial adviser Steven Mait was making a left turn in his Coral Springs, Fla., neighborhood last year when a convicted drug offender, driving under the influence of cocaine, oxycodone, morphine and five other drugs slammed into his car and ended his life.
More than 600 firms now on platform; rival products from Schwab, TD on the way
The creators of PreciseFP, a slick-looking online client questionnaire used by financial advisers, today announced integrations with two popular programs.
Morningstar QuoteSpeed, an online application which has been available in beta form since last October, has now officially become part of the company's lineup of products for advisers.
