PreciseFP

PreciseFP

Spectrum Input
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About

If MSPs aren’t regularly having conversations with their customers about the opportunities for their business and helping their customers grow their revenues, solve business problems, or reduce costs – then they’re faceless suppliers and at risk of being commoditized and replaced with the lowest bidder. That's why we created the GetInSync platform to help MSPs differentiate themselves from the competition by helping their customers solve business problems not fix IT issues. Using our GetInSync framework and SaaS platform, we guide the MSP through 3 simple steps that take them from the server room to the boardroom. First, you learn the GetInSync method, second, we jointly onboard your client, and third, we dial in your fractional chief executive officer processes and skills.

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

Companies looking for a virtual CIO management SaaS platform that helps accelerate revenue growth

Audience

Companies searching for a solution to collect client financial data

Support

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

Support

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

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$795 per month
Free Version Not Supported
Free Trial 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

GetInSync
Founded: 2018
Canada
getinsync.ca

Company Information

Spectrum Input
Poland
precisefp.com

Alternatives

Alternatives

Loggle

Loggle

MDP Group
InvestWell

InvestWell

Excel Net 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

Zapier Supported
Active Directory Supported
Chief Not Supported
FP Alpha Not Supported
MoneyGuide Not Supported
Motileo Not Supported
SmartOffice Not Supported
Wufoo Not Supported

Integrations

Zapier Supported
Active Directory Not Supported
Chief Supported
FP Alpha Supported
MoneyGuide Supported
Motileo Supported
SmartOffice Supported
Wufoo Supported
Claim GetInSync and update features and information
Claim GetInSync and update features and information
Claim PreciseFP and update features and information
Claim PreciseFP and update features and information