PreciseFPSpectrum Input
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Related Products
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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.
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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
Progress Management platform that helps users get work done on time and as planned
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Audience
Companies searching for a solution to collect client financial data
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Support
Phone Support
Not 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
Supported
Webinars
Supported
Live Online
Not 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 InformationConnectionsOnline
United States
www.connectionsonline.net
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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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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
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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
FP Alpha
Not Supported
MeridianLink Opening
Supported
MoneyGuide
Not Supported
Motileo
Not Supported
SmartOffice
Not Supported
Wufoo
Not Supported
Zapier
Not Supported
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Integrations
Chief
Supported
FP Alpha
Supported
MeridianLink Opening
Not Supported
MoneyGuide
Supported
Motileo
Supported
SmartOffice
Supported
Wufoo
Supported
Zapier
Supported
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