Audience
Companies searching for a solution to collect client financial data
About PreciseFP
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.
Other Popular Alternatives & Related Software
FastField Forms
FastField offers a flexible and easy-to-use solution to transform your paper forms into dynamic mobile forms to save time and money – with no technical experience required.
Replace your paper inspections, work orders, safety checklists and more by quickly creating a digital version. With FastField’s user-friendly Form Builder you can design perfectly tailored forms for your business and dispatch them to users working remotely in the field. The FastField Mobile App provides a robust interface for users to complete and submit forms wherever they are, even without an Internet connection.
Submitted forms are converted to pixel perfect PDF and Word reports all in your own look and feel. FastField supports anything from simple data and report delivery to highly customized business workflow. FastField Business Insight’s platform helps you transform your data into meaningful information with real-time data visualization to identify trends in specific segments of your business.
Learn more
SurveyMonkey
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.
Learn more
Culverdocs
You can customize our forms to your specific use case, process, and the desired outcome. They’re simple and easy to use for teams of all sizes. Improve your efficiency and reduce costs by transforming your paper forms into beautiful digital documents in minutes. No need for time-consuming training! Culverdocs offers clean, simple methods of data entry and guides your users through the complete process. Instant delivery means no more waiting for paper forms to arrive so you can focus on more important tasks. Distribute high-quality reports beautifully branded to your business and utilize custom dashboards to provide real-time reporting & analysis of your data. Our workflows allows distribution of data to the correct departments seamlessly. It’s easy to integrate Culverdocs with your existing systems. Our integrations let you connect with a host of services or even build a custom integration with any REST service.
Learn more
Autopilot Workflow
Standard operating procedures are the foundation of any growing business and without them no business can consistently grow. Autopilot assists with the automation of these procedures, addressing the common issues companies typically experience while trying to roll out processes. Validated electronic forms and pre-configured processes ensure that processes are always executed in a consistent manner, regardless of the person performing the task. A comprehensive audit trail of actions performed will ensure that everyone stays accountable for what they have done. Autopilot allows for continuity when staff leave your business, and can act as great training tool to get new staff familiar with your processes. Built-in guidance for each step of your process will guide them every step of the way.
Learn more
Pricing
Starting Price:
$60 per month
Free Trial:
Free Trial available.
Integrations
Company Information
Spectrum Input
Poland
precisefp.com
Videos and Screen Captures
Other Useful Business Software
Gen AI apps are built with MongoDB Atlas
MongoDB Atlas is the developer-friendly database used to build, scale, and run gen AI and LLM-powered apps—without needing a separate vector database. Atlas offers built-in vector search, global availability across 115+ regions, and flexible document modeling. Start building AI apps faster, all in one place.
Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
Support
Phone Support
Online
PreciseFP Frequently Asked Questions
PreciseFP Product Features
Forms Automation
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Version Control
Approval Process Control
Rules-Based Workflow
Text Editing