Autopilot WorkflowAutopilot Workflow Solutions
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PreciseFPSpectrum Input
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Related Products
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About
Standard operating procedures are the foundation of any growing business and without them no business can consistently grow. Autopilot assists with the automation of these procedures, addressing the common issues companies typically experience while trying to roll out processes. Validated electronic forms and pre-configured processes ensure that processes are always executed in a consistent manner, regardless of the person performing the task. A comprehensive audit trail of actions performed will ensure that everyone stays accountable for what they have done. Autopilot allows for continuity when staff leave your business, and can act as great training tool to get new staff familiar with your processes. Built-in guidance for each step of your process will guide them every step of the way.
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About
Engaging your clients and capturing their information is as simple as sending an email. Once they’re done, exporting their data to your CRM or Financial Planning tool can be done with the click of a button. Each client is unique and you need the flexibility to handle any situation: from the simple, to the not-so-simple. Create your own engagement templates and customize your client’s experience as you see fit. Saving you both time and money is one of our major goals. That’s why we integrate with your most frequently-used tools and provide features to replace services you seldom use. We continue to improve upon what we have learned and we continue to learn about what we need to improve from our advisors. We are honored that PreciseFP is one of the first experiences that clients will have with their new advisor. Our latest version is easier to use, more customizable, and faster than ever before.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Companies looking for an electronic form and workflow solution
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Audience
Companies searching for a solution to collect client financial data
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
$60 per month
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Company InformationAutopilot Workflow Solutions
Founded: 2014
South Africa
www.autopilot.co.za/
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Company InformationSpectrum Input
Poland
precisefp.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Forms Automation Features
Approval Process Control
Supported
Archiving & Retention
Supported
Collaboration
Supported
Document Indexing
Not Supported
Drag & Drop
Not Supported
Full Text Search
Not Supported
Remote Document Access
Not Supported
Rules-Based Workflow
Supported
Text Editing
Not Supported
Version Control
Supported
Business Process Management Features
Access Controls / Permissions
Not Supported
Alerts / Notifications
Not Supported
Business Process Automation
Not Supported
Business Rules Management
Supported
Collaboration
Not Supported
Process Change Tracking
Supported
Process Mapping
Not Supported
Process Modeling & Design
Not Supported
Visual Workflow Management
Not Supported
Workflow Management Features
Access Controls/Permissions
Supported
Approval Process Control
Supported
Business Process Automation
Supported
Calendar Management
Supported
Compliance Tracking
Supported
Configurable Workflow
Supported
Customizable Dashboard
Not Supported
Document Management
Not Supported
Forms Management
Supported
Graphical Workflow Editor
Not Supported
Mobile Access
Supported
No-Code
Not Supported
Task Management
Supported
Third Party Integrations
Supported
Workflow Configuration
Supported
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Forms Automation Features
Approval Process Control
Not Supported
Archiving & Retention
Supported
Collaboration
Supported
Document Indexing
Supported
Drag & Drop
Supported
Full Text Search
Supported
Remote Document Access
Supported
Rules-Based Workflow
Not Supported
Text Editing
Not Supported
Version Control
Supported
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Integrations
Chief
Not Supported
ConvertFlow
Supported
FP Alpha
Not Supported
KonnectzIT
Supported
Lyftrondata
Supported
MoneyGuide
Not Supported
Motileo
Not Supported
Slybroadcast
Supported
SmartOffice
Not Supported
VoiceDrop
Supported
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Integrations
Chief
Supported
ConvertFlow
Not Supported
FP Alpha
Supported
KonnectzIT
Not Supported
Lyftrondata
Not Supported
MoneyGuide
Supported
Motileo
Supported
Slybroadcast
Not Supported
SmartOffice
Supported
VoiceDrop
Not Supported
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