Precisefp
PreciseFP is an automated engagement and onboarding platform that enables you to gather, store and securely distribute client information online. Find out how to take advantage of PreciseFP in different areas of your practice- Fact finder: Data gathering for a comprehensive financial plan- Risk Tolerance: Scientifically-validated risk tolerance solution- Service Agreement: Customizable agreements with e-signature- KYC and compliance: Regulatory compliance solution- Workflow automation: Reduce administrative and repetitive tasks- Lead generation: Capture new prospects and grow your business.
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Verified contacts
3
available on Kipplo
LinkedIn employees
4
11 to 50 range
Open roles
—
no listings
Distinct roles
2
indexed titles
Tech stack
3
tools in use
Monthly traffic
1.3K
organic / mo
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Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
- RT
Richard Thoeny
Executive Vice President - Product Strategy · Other
EmailPhone - DR
Daniel Rebelo
Precisefp - (Spectrum Input, Llc) · Other
EmailPhone
Showing 2 of 3 verified contacts
Top roles at Precisefp
2 distinct titles indexed · top 2 shown.
- 1executive vice president - product strategy
- 1precisefp - (spectrum input, llc)
Sign up to unlock all 3 contacts at Precisefp
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 3 verified contacts at Precisefp
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