PreciseFPSpectrum Input
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Related Products
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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.
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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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Companies looking for a virtual CIO management SaaS platform that helps accelerate revenue growth
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Audience
Companies searching for a solution to collect client financial data
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$795 per month
Free Version
Free Trial
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Pricing
$60 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationGetInSync
Founded: 2018
Canada
getinsync.ca
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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
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control
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Integrations
Zapier
Active Directory
Chief
FP Alpha
MoneyGuide
Motileo
SmartOffice
Wufoo
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Integrations
Zapier
Active Directory
Chief
FP Alpha
MoneyGuide
Motileo
SmartOffice
Wufoo
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