PreciseFP

PreciseFP

Spectrum Input
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+

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About

The journey towards success is defined by strategy and clear strategic goals. Lead your team with purpose and defined goals so that work is relevant with everyone is on the same page. Connections helps share priorities, progress and work collaboration to efficiently achieve goals. With Connections Online, you can keep everyone focused and excited about results. This multifaceted strategic plan may be impressive, but it is hard to explain or forgotten after the initial kick-off meeting. The strategy is then seldom communicated to the people who do the day-to-day work: your managers and supervisors, your front-line staff and your support team. As a result, your staff members are disconnected. They fail to see how this impressive strategic plan impacts them. Therefore, they’re not engaged. And they aren’t helping you because they don’t know what you are doing or why it is important.

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

Progress Management platform that helps users get work done on time and as planned

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 Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

ConnectionsOnline
United States
www.connectionsonline.net

Company Information

Spectrum Input
Poland
precisefp.com

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Categories

Task Management Supported

Categories

Forms Automation Supported

Task Management Features

Collaboration Not Supported
Create Subtasks Supported
Gamification Not Supported
Gantt Charts Not Supported
Mobile Access Not Supported
Percent-Complete Tracking Not Supported
Progress Tracking Not Supported
Recurring Tasks Not Supported
Reporting/Analytics Supported
Spreadsheet View Not Supported
Task Board View Not Supported
Task Planning Not Supported
Task Scheduling Not Supported
Task Tracking Not Supported
Time Tracking Not Supported
To-Do List View Not 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
MeridianLink Opening Supported
MoneyGuide Not Supported
Motileo Not Supported
SmartOffice Not Supported
Wufoo Not Supported
Zapier Not Supported

Integrations

Chief Supported
FP Alpha Supported
MeridianLink Opening Not Supported
MoneyGuide Supported
Motileo Supported
SmartOffice Supported
Wufoo Supported
Zapier Supported
Claim ConnectionsOnline and update features and information
Claim ConnectionsOnline and update features and information
Claim PreciseFP and update features and information
Claim PreciseFP and update features and information