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What is PreciseFP used for?

What is PreciseFP used for?
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AP
Owner/Financial Advisor
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I use Precise FP to gather client data, statements, etc. we also use it to generate service tickets in HubSpot for all client actions.
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PreciseFP is an automated, customizable data-gathering solution that helps Financial Advisors engage clients and gather critical data with ease.
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