Courtney Peek's Colleagues at Spectrum Input - PreciseFP
Courtney Peek's Contact Details
HQ
Location
United States
United States
Company
Spectrum Input - PreciseFP
Spectrum Input - PreciseFP
Courtney Peek's Company Details
Spectrum Input - PreciseFP
Johns Creek, GA, US • 20 - 49 EmployeesTechnology Consulting/Tech Services
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.
Frequently Asked Questions about Courtney Peek
Courtney Peek currently works for PreciseFP - By advisors, for advisors.
Courtney Peek's role at PreciseFP - By advisors, for advisors is Head of Support.
Courtney Peek's email address is ***@precisefp.com. To view Courtney Peek's full email address, please signup to ConnectPlex.
Courtney Peek works in the Information Technology & Services industry.
Courtney Peek's colleagues at Spectrum Input - PreciseFP are Sebastian Skwarek, Don Whalen, Daniel Rebelo and others.
Courtney Peek's phone number is