Data-Gathering Software for Financial Advisors Added to Blueprint Platform

Blueprint Financial Advisors, a wealth management firm that empowers financial advisors to focus on growing their business and serving clients rather than day-to-day operations, has enhanced its platform for financial advisors by adding PreciseFP, an award-winning software solution that automates the data-gathering process and integrates with CRM and financial planning tools. Wealth advisors partnering with Blueprint Financial Advisors may benefit from streamlined workflows that reduce the time spent on manual data entry.

“We seek optimal and sustainable solutions to challenges our advisors face, which made PreciseFP a clear choice,” says Blueprint Financial Advisors President Andrea Johnson Swope. “PreciseFP helps financial advisors to optimize their time. Rather than spend hours on manual data entry like risk tolerance assessments, Know Your Customer documentation, and CRM updates, PreciseFP frees them up to focus on what matters most: spending time with their clients, nurturing their relationships, and prospecting.”

PreciseFP is designed to be user-friendly and customizable to align with each advisory practice’s brand and preferred workflows. It integrates with a variety of industry-leading practice management solutions, such as:

• AdvicePay
• Asset-Map
• Dropbox
• DocuSign
• eMoney
• Holistiplan
• MoneyGuidePro
• Redtail
• SmartOffice

Please note: Advisors remain responsible for compliance with regulatory requirements and client data management when using third-party tools.