PreciseFPSpectrum Input
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Returnable FormsWorking Solutions International
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Related Products
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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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About
You post a vacancy announcement and scores of resumes arrive by mail, email, or fax. Most have different layouts, and you have to study all of them to select the best candidate. You need results ASAP, and you should be prepared to justify your selection. Your firm is bidding on a contract that requires people with special skills and experience. You are under time pressure to finish the proposal, and you need to know who in your firm has what capabilities. If so, then the Generic Resume Data Management System can help. Made by Working Solutions International, the system consists of the Generic Resume form that employers and recruiters distribute to job-seekers, and a reporting tool which retrieves, organizes and presents the data. Generic Resumes are better than resumes received by paper, fax or email because they are immediately organized and profoundly searchable. Employers will save time evaluating resumes.
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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 searching for a solution to collect client financial data
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Audience
Companies searching for a solution to manage their forms and operations
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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
$60 per month
Free Version
Free Trial
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Pricing
$199.00/one-time
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 InformationSpectrum Input
Poland
precisefp.com
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Company InformationWorking Solutions International
Founded: 2004
United States
www.returnableforms.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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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
Electronic Data Capture Features
Audit Trail
CRF Tracking
Data Entry
Data Verification
Distributed Capture
Document Imaging
Document Indexing
Forms Management
Remote Capture
Study Management
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Integrations
MoneyGuidePro
SmartOffice
Wufoo
Zapier
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