PreciseFPSpectrum Input
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WeeverWeever Apps
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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
Empower your staff to pursue perfection in Operational Excellence through powerful and easy-to-use digital data capture, workflow automation, and real-time reporting. Make it easy for employees to be successful and engage in the process. Instantly alert the appropriate person, get the ball rolling and ensure compliance. Automate rich, insight-driven reporting dashboards to inform improvement projects and track KPIs. Highly intuitive software for administrators to set up and for staff to use. From QR codes and conditional logic to reward points and process automation, Weever has all the "bells and whistles" you need to do what you need to do the way you need to do it. Enhance safety, keep equipment and machines running, reduce product defects, track training, continuously improve, and ensure compliance.
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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 interested in powerful workflow management software
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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 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 InformationWeever Apps
Founded: 2011
Canada
weeverapps.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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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
Workflow Management Features
Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration
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Integrations
MoneyGuidePro
SmartOffice
Wufoo
Zapier
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