A Few Places Left! Smart Office Plus Precise Fp Webinar

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A Few Places Left! Smart Office Plus Precise Fp Webinar
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A Few Places Left! Smart Office Plus Precise Fp Webinar says
Join us for a 1-hr webinar to learn how the seamless bi-directional integration between SmartOffice and PreciseFP will make you even more productive by eliminating manual data entry into SmartOffice.

PreciseFP integrates with the SmartOffice CRM and your favorite financial planning software. Personal details, assets, liabilities, and insurance policies all flow to SmartOffice without you having to do the data entry. Your client does the work for you using your highly attractive, customizable PreciseFP form. It's even bi-direction, meaning data can also flow from SmartOffice to PreciseFP.

See how it works as a representative from both SmartOffice and PreciseFP co-present during this informative session.

SmartOffice, the customer relationship management (CRM) solution from Ebix, helps you analyze, service and communicate with your clients in the most efficient way possible. SmartOffice has the power necessary to serve as the backbone of your practice. The application is highly modular and can be configured to meet the needs of just about any business.

PreciseFP is a data-gathering and forms creation tool for financial planners and investment advisors. By allowing your clients to easily create a financial profile, you can not only meet your obligations of knowing your client and providing the most appropriate financial advice; you can update your CRM and create financial plans in less time and with less effort.
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By: Ebix Inc.