FusionForm

FusionForm

Satori Labs
PreciseFP

PreciseFP

Spectrum Input
+
+

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About

FusionForm Desktop is an innovative new product that captures and transforms handwritten data, notes and drawings into digital formats that can be easily integrated into EMR and practice management systems. FusionForm users write with a digital pen on forms printed on digital paper, and then dock the pen in a cradle or wirelessly transmit the data stored on the pen via Bluetooth. FusionForm receives the data, performs handwriting recognition wherever required, and then displays the form for review. There's no new screen layout to learn because what you wrote on paper is what you see on the screen, exactly. As a form circulates throughout an organization, other users can write on it and their data is merged with the existing file. A simple editing interface allows users to instantly review and verify the results of handwriting recognition, and others can refer to the recorded data without the need to wait for the paper charts to arrive.

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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies in need of a Forms Automation solution

Audience

Companies searching for a solution to collect client financial data

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

No information available.
Free Version
Free Trial

Pricing

$60 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

Satori Labs
www.satorilabs.com

Company Information

Spectrum Input
Poland
precisefp.com

Alternatives

TeleForm

TeleForm

ePartner Consulting

Alternatives

Autopilot Workflow

Autopilot Workflow

Autopilot Workflow Solutions
Ras

Ras

dbtech
Miracle Mobile Forms

Miracle Mobile Forms

Miracle Mobile

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

Integrations

MoneyGuidePro
SmartOffice
Wufoo
Zapier

Integrations

MoneyGuidePro
SmartOffice
Wufoo
Zapier
Claim FusionForm and update features and information
Claim FusionForm and update features and information
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Claim PreciseFP and update features and information