TheJobsMapPreciseFP jobs and careers
Holmdel, United States
About 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.
Founded in 2007 by Sebastian Skwarek.
- Founded
- 2007
- Employees
- 11 to 50
- Headquarters
- Holmdel
Leadership
The top of PreciseFP's org chart, with how many people report into each leader.
Courtney Garcia Peek
Head Of Support
Richard Thoeny
Executive Vice President - Product Strategy
Jobs at PreciseFP
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