"While some financial planning applications come with their own online questionnaire, it's typically a proprietary tool that's available only if you buy the application," added Whalen. "In an industry flush with Web-based financial planning and portfolio management tools - each one more sophisticated than the last - we were surprised to discover such a large percentage of financial professionals still collecting client data with a paper questionnaire," observed Don Whalen, CFP®, co-founder of Spectrum Input, LLC, and a practicing comprehensive financial planner. Using a virtual advisor dashboard to customize and manage the online questionnaire and a client portal that can be easily accessed through a link provided by the advisor, PreciseFP was specifically designed to address the key barriers that may have kept advisors in the paper/pencil mode longer than practical.
Spectrum Input, LLC, an Alpharetta, Georgia-based company, formally released its flagship product to the financial planning and advising industry today wrapped in a sterling review ( ) from Joel Bruckenstein, columnist with MorningstarAdvisor and industry expert on applied technology for financial professionals.Ĭalling PreciseFP a "promising new practice-management tool", user rates for PreciseFP have grown 260% since its soft release in early August and the release of Bruckenstein's review.
One of the most crucial yet simplest tasks of the financial planner just took an evolutionary step from paper and pencil to digitized form with the release of PreciseFP (TM), a Web-based client data-gathering application.
0 kommentar(er)
