PreciseFPSpectrum Input
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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
A global leader in survey software. 20 million questions answered daily. Keep a competitive edge by truly understanding the voice of your customers. Customer satisfaction surveys help you connect at multiple touchpoints to find out exactly what your customers want, need, and expect. Learn what’s working and what’s not directly from your employees. Measure employee satisfaction, conduct 360 reviews, or even send out compliance quizzes. Whether you’re in HR or a team lead, employee surveys help you get the answers you need. Tap into what the world is thinking—whenever you want. Market research surveys make it easy to get opinions from potential and existing customers, test concepts, measure brand awareness, and more. Join the 98% of the Fortune 500 who rely on SurveyMonkey for People Powered Data.
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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
Organizations of all sizes in all industries
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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
$25 per user 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 InformationSpectrum Input
Poland
precisefp.com
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Company InformationSurveyMonkey
Founded: 1999
United States
www.surveymonkey.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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Market Research Features
Benchmarking
Compensation Management
Data Management
Email / Online
Face-to-Face
Panel Management
Paper-Based
Phone-Based
Sample Management
Statistical Analysis
Survey Management
Polling Features
Data Analysis Tools
Email Distribution
Feedback Collection
Live Results Tracking
Multiple Question Types
Online Polling
Phone Polling
Presentation Tools
Q & A
Skip Logic
SMS Polling
Supports Audio / Images / Video
Survey Features
Custom Survey URLs
Data Analysis Tools
Email Marketing
Mobile Survey
Offline Response Collection
Paper Survey
Question Branching
Question Library
Site Intercept Survey
Skip Logic
Supports Audio / Images / Video
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Integrations
Wufoo
Zapier
V-Unite
Aritic Sales
Autymate
BoomTown
Churn360
ClicData
CoRover.ai
DBxtra
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Integrations
Wufoo
Zapier
V-Unite
Aritic Sales
Autymate
BoomTown
Churn360
ClicData
CoRover.ai
DBxtra
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