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Improve the workflow across the financial planning lifecycle with eMoney and PreciseFP.
With the eMoney and PreciseFP integration, you can create efficiencies that allow you more time focus on your clients’ individual needs and goals.
By streamlining the transfer of client details, assets, liabilities, and insurance policies from PreciseFP to eMoney, the integration allows you to focus on helping clients, holding meaningful conversations, and securing long-term relationships.
Watch the webinar below to hear from Jude Grimaldi, Strategic Partnerships Analyst at eMoney, and Courtney Peek, Head of Support at PreciseFP to see how this integration can work for you.