PreciseFPSpectrum Input
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Related Products
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About
Many organizations manage their administration with Excel lists, use all sorts of separate systems that do not work together or have to deal with inflexible expensive ICT systems. With Easydus cloud based software you build your own digital administrative process without relevant IT knowledge and easily adjust it yourself. For every application, situation and administrative process. With Easydus you save time and costs by digitizing and automating all manual and error-prone administrative processes and replacing the use of Excel lists, paper- or pdf form flows. For all type of organizations, situations, (sub) processes and use cases. With Easydus you fill in your specific requirements which do not fit in standard or custom made ICT systems. Besides you can adapt the process without relevant ICT knowledge and data fields yourself and without being dependend on a software supplier or your ICT department.
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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
Businesses seeking for a workflow management solution
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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
€800 per year
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 InformationEasydus
Founded: 2007
Netherlands
www.easydus.com
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Company InformationSpectrum Input
Poland
precisefp.com
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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
MoneyGuidePro
SmartOffice
Wufoo
Zapier
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