Audience
Companies searching for a solution to collect client financial data
About PreciseFP
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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Pricing
Starting Price:
$60 per month
Free Trial:
Free Trial available.
Integrations
Company Information
Spectrum Input
Poland
precisefp.com
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
Support
Phone Support
Online
PreciseFP Frequently Asked Questions
PreciseFP Product Features
Forms Automation
Archiving & Retention
Supported
Collaboration
Supported
Document Indexing
Supported
Drag & Drop
Supported
Full Text Search
Supported
Remote Document Access
Supported
Version Control
Supported
Approval Process Control
Not Supported
Rules-Based Workflow
Not Supported
Text Editing
Not Supported
