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Financial Planning- Software (Client-Facing) [2]

AgeBander
www.agebander.com
Email: info@agebander.com

Precise FP™
Spectrum, LLC
Don Whalen and Sebastian Skwarek
www.spectruminput.com

Say goodbye to paper questionnaires – forever! PreciseFP™ is the #1 non-proprietary online client questionnaire that allows the financial advisor to receive, modify, and export/import (MoneyGuidePro, Money Tree, Redtail, and others), client data allowing the advisor to streamline office practices, access data for other uses, and maintain standards of compliance. PreciseFP™ is the new paradigm in client-facing applications that advisors use with their clients in order to portray a more professional image, enhance the overall client experience, and benefit from ongoing efficiencies that result in significant cost savings. Sign up for a FREE trial today at https://www.spectruminput.com/products/precisefp/order_precisefp.php.

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