PreciseFP

PreciseFP

Spectrum Input
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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.

About

The Viasoft PublicForms™ solution replaces your PDF's and physical paper forms with a more efficient way to accept, process and access completed forms. Enable your clients to complete, sign and submit forms online, anytime, anywhere. Applicants enter their information, sign the document and submit payment, while PublicForms™ auto-checks, sorts and smart-routes the form to its destination for easy access. Viasoft PublicForms™ allows you to put all of your forms online and made available for easy public access. PublicForms™ gives you a more modern and efficient way to accept, process and access your forms. Applicants enter their information, sign the document and submit payment, while PublicForms™ auto-checks, sorts and smart-routes the form to its destination for easy access. Submitted forms are sorted and routed to your desired destination using simple rules or conditional logic.

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 searching for a solution to collect client financial data

Audience

Anyone looking for a smart online Forms Automation solution

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

$60 per month
Free Version
Free Trial

Pricing

$15 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

Spectrum Input
Poland
precisefp.com

Company Information

Viasoft
Founded: 2011
United States
www.viasoft.com/index.html

Alternatives

Alternatives

Autopilot Workflow

Autopilot Workflow

Autopilot Workflow Solutions
ASC Forms

ASC Forms

ASC Networks
Xpertdoc

Xpertdoc

Xpertdoc Technologies Inc.
ServiceForms

ServiceForms

ServiceTrade
iPEGS

iPEGS

iPEGS

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 PreciseFP and update features and information
Claim PreciseFP and update features and information
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Claim Viasoft and update features and information