Don Whalen's Colleagues at Spectrum Input - PreciseFP
Don Whalen's Contact Details
HQ
Location
Alpharetta,Georgia,United States
Alpharetta,Georgia,United States
Company
Spectrum Input - PreciseFP
Spectrum Input - PreciseFP
Don Whalen'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 Don Whalen
Don Whalen currently works for PreciseFP - By advisors, for advisors.
Don Whalen's role at PreciseFP - By advisors, for advisors is Co-Founder and President.
Don Whalen's email address is ***@precisefp.com. To view Don Whalen's full email address, please signup to ConnectPlex.
Don Whalen works in the Information Technology & Services industry.
Don Whalen's colleagues at Spectrum Input - PreciseFP are Sebastian Skwarek, Courtney Peek, Daniel Rebelo and others.
Don Whalen's phone number is