PreciseFP

PreciseFP

Spectrum Input
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About

Secure and protect your users and devices, even BYOD laptops and smartphones, with a solution that’s focused on earning trust across any endpoint and continuously validating that trust at every event or transaction. Is your organization equipped with the tools to empower your employees, no matter where they’re working? In a situation where employees may be unable to report to the office, it’s essential that they still have secure access to the data and apps they need, whether they use corporate or personal owned devices. The BlackBerry® Cyber Suite provides complete security, effectively preventing breaches and safeguarding against sophisticated threats with advanced AI. It provides a total Zero Trust solution with coverage across the full spectrum of devices, ownership models, network, apps and people. It continuously authenticates users and dynamically adapts security policies to deliver a Zero Touch experience that improves security with no user interruption.

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.

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

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

Audience

Businesses looking for a cybersecurity solution to avoid breaches and safeguard against threats with advanced AI

Audience

Companies searching for a solution to collect client financial data

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$60 per month
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

BlackBerry
Founded: 1984
Canada
www.blackberry.com/us/en/products/blackberry-cyber-suite

Company Information

Spectrum Input
Poland
precisefp.com

Alternatives

Alternatives

InvestWell

InvestWell

Excel Net Solutions
Blackberry Spark

Blackberry Spark

BlackBerry
BlackBerry Access

BlackBerry Access

BlackBerry
Autopilot Workflow

Autopilot Workflow

Autopilot Workflow Solutions

Categories

Categories

Forms Automation Supported

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

Integrations

Chief Not Supported
FP Alpha Not Supported
MoneyGuide Not Supported
Motileo Not Supported
SecuSUITE Supported
SmartOffice Not Supported
Wufoo Not Supported
Zapier Not Supported

Integrations

Chief Supported
FP Alpha Supported
MoneyGuide Supported
Motileo Supported
SecuSUITE Not Supported
SmartOffice Supported
Wufoo Supported
Zapier Supported
Claim BlackBerry Cyber Suite and update features and information
Claim BlackBerry Cyber Suite and update features and information
Claim PreciseFP and update features and information
Claim PreciseFP and update features and information