PreciseFP

PreciseFP

Spectrum Input
inBound

inBound

Abbacore
+
+

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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

Enable any data collection process. Design your own iPhone or iPad forms to use and share with others. Data is stored in the cloud so you can access it from anywhere. Reward those providing feedback. Create a simple, rapid response iPhone or iPad survey with all feedback coming directly to you. Enable cloud-based rewards to keep them coming back. Find out what's trending and hot! Create a quick iPhone or iPad poll to share with your friends letting them drive the answer. Statistics are shown in real time making this a powerful social media tool. Search for and follow others. Find out what others have created and use it for yourself. Follow your favorite businesses offering rewards.

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

Organizations that need a forms automation, survey, and polling 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

$19.99 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

Abbacore
Founded: 2009
United States
www.inboundforms.com/inBound/index.html

Alternatives

Alternatives

Microsoft Forms

Microsoft Forms

Microsoft
Autopilot Workflow

Autopilot Workflow

Autopilot Workflow Solutions
Surveyed

Surveyed

Spicyfy Ventures

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

Integrations

Axis LMS
MoneyGuidePro
SmartOffice
Wufoo
Zapier

Integrations

Axis LMS
MoneyGuidePro
SmartOffice
Wufoo
Zapier
Claim PreciseFP and update features and information
Claim PreciseFP and update features and information
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Claim inBound and update features and information