PreciseFP

PreciseFP

Spectrum Input
iPEGS

iPEGS

iPEGS
+
+

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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.

About

iPEGS helps individuals, businesses, and organisations to Go Paperless via electronic forms and app forms. Customers, Clients, and Employees can easily access, complete, and submit forms on any device. If you don't have an Internet Connection there is no problem - forms can be completed remotely or face-to-face since the iPEGS Form Apps work offline. No more bad handwriting, no more missing information, and no more delays. iPEGS helps reduce paper usage, improve efficiency, and save time. Go paperless today with iPEGS! iPEGS Remote has been designed to be very flexible – send forms electronically to be completed remotely on any device. Send forms via email, SMS, Whatsapp, Messenger and add forms to your website, social media or complete forms face-to-face.iPEGS Direct has been designed for Offline Use and is a Tablet Only App product. It is ideal for workers out in the field with limited connectivity or for use with forms that need to be edited on an ongoing basis.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies searching for a solution to collect client financial data

Audience

Beauty, Further Education, Aesthetics, General Business, Dental & Medical, Primary Education, Holistic Health, Health & Safety

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$60 per month
Free Version
Free Trial

Pricing

£12.00 per month
Free Version
Free Trial

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Spectrum Input
Poland
precisefp.com

Company Information

iPEGS
United Kingdom
ipegs.co.uk

Alternatives

Alternatives

Autopilot Workflow

Autopilot Workflow

Autopilot Workflow Solutions
Liveoak

Liveoak

Liveoak Technologies
HelloWorks

HelloWorks

HelloSign

Categories

Categories

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

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

Digital Signature Features

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

Integrations

MoneyGuidePro
SmartOffice
Wufoo
Zapier

Integrations

MoneyGuidePro
SmartOffice
Wufoo
Zapier
Claim PreciseFP and update features and information
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