About PreciseFP
PreciseFP is a client data gathering software from Docupace that helps financial advisors collect and manage client information efficiently. It includes customizable data gathering forms, secure document storage, and integration with popular financial planning tools so users can simplify their client onboarding process. With PreciseFP, advisors can create tailored questionnaires to meet specific client needs, ensuring accurate and comprehensive data collection. Additionally, the platform supports compliance with data security regulations, providing peace of mind for both advisors and clients. Key capabilities: customizable forms secure document storage integration with financial planning tools data security compliance user-friendly interface Best for: financial advisors that need to collect and manage client information effectively.
PreciseFP is a highly specialized forms automation platform designed specifically for financial advisors and wealth management professionals, aimed at streamlining client data collection and eliminating manual entry throughout the client lifecycle. The platform combines a client-centric interface with robust automation, allowing advisors to create customizable, mobile-responsive forms that incorporate conditional logic, risk tolerance assessments, and KYC compliance checks. Its Template Editor and AI-driven template builder enable advisors to rapidly deploy branded forms without coding, while bi-directional data synchronization ensures seamless integration with leading CRMs such as Redtail, Wealthbox, Salesforce, and financial planning tools like eMoney, MoneyGuidePro, and Holistiplan, keeping client data accurate and up-to-date across systems. PreciseFP’s cloud-based, SaaS architecture supports web and mobile access on iOS and Android, providing secure 256-bit SSL encryption and U.S.-based data storage, ensuring both reliability and regulatory compliance. Users benefit from workflow automation that can trigger specific actions based on form completion, as well as customizable reporting to turn collected data into actionable insights for practice management. Customer support is comprehensive, including live chat, email, phone, webinars, and onboarding services to facilitate smooth adoption.
Pros & Cons
- +It saves significant time during client onboarding and is simple for both clients and advisors to use.
- +Pre-built templates are available for critical parts of the onboarding process.
- +Customer support is reported as excellent and responsive.
- +It removes the need for traditional fact-finding meetings and helps increase conversion into first meetings.
- +The tool is continually improving and is expected to have an API for direct database integration.
- −Clients often have difficulty logging into the platform.
- −Adding elements and features to templates can be unintuitive.
- −Saved data rarely prepopulates, causing inefficiencies.
- −There is no data center in the EU yet, and the software is not EU-U.S. or Swiss-U.S. Privacy Shield certified.
- −Initial setup can take one to two weeks of full-time effort before becoming efficient.
Features
Key features
- Automated Client Data Transfer
- Exports captured client data to CRMs and Financial Planning tools with a single click.
- Configurable Engagement Templates
- Allows advisors to create their own engagement templates to customize the client experience.
- Eradication of Manual Data Entry
- Eliminates the tedious and inefficient process of manually entering client information.
- Risk Tolerance Assessment
- Provides tools to swiftly evaluate a prospective client’s risk profile.
- KYC Compliance Support
- Equips firms with tools necessary to maintain Know Your Customer regulatory compliance.
- Client Engagement and Onboarding
- Facilitates effortless client engagement and smooth, easy onboarding for new clients.
Additional features
- Data Gathering Automation
- Eradicates manual data entry to capture client information efficiently.
- Effortless Client Engagement
- Allows advisors to engage clients easily, enhancing day-to-day operations.
- Client Data Export
- Exports captured client information to CRMs or Financial Planning tools with a single click.
- Configurable Engagement Templates
- Enables advisors to create custom templates tailored to their specific needs and workflow.
- Risk Tolerance Assessment
- Provides tools to evaluate the risk profile of prospective clients swiftly.
- Workflow Automation
- Includes features designed to automate various operational workflows for increased efficiency.
- KYC Compliance
- Provides tools to help maintain Know Your Customer regulatory compliance.
- Client Data Transfer
- Facilitates keeping customer profiles up to date across all integrated tools with ease.
- Prospective Client Evaluation
- Equips firms to swiftly evaluate potential clients.
- Easy Client Onboarding
- Allows for smooth and easy onboarding of new clients.
- Routinely Engage Existing Clients
- Provides tools to maintain routine engagement with current clients.
- Integrations and Partnerships
- Works well and integrates with the most frequently used advisor tools.
- AI Assistant for Advisors
- Provides a dedicated AI-powered tool to assist financial advisors.
- Developer API
- Offers a Developer API for custom integration and advanced use.
- Security
- Includes features focused on securing client data and the platform.
- Support and Training
- Provides comprehensive support and training resources to users.
Pricing
Monthly plans
Standard
USD 89
Countries & Languages
Interface languages
Billing currencies
No reviews yet
Be the first to drop a review
Alternatives to PreciseFP
Strider
Strider is a field management software from AgTerra Technologies that provides tools for agricultural operations.…
Google Forms
Google Forms is a survey and form creation software from Google Workspace that enables users…
Shadow Forms
Shadow Forms is a form management software from Shadow Forms [designed for creating and managing…
Form.io
Form.io is a zero-trust, data governance platform from Form.io that supports the development of AI-driven…
About PreciseFP
PreciseFP is a client data gathering software from Docupace that helps financial advisors collect and manage client information efficiently. It includes customizable data gathering forms, secure document storage, and integration with popular financial planning tools so users can simplify their client onboarding process. With PreciseFP, advisors can create tailored questionnaires to meet specific client needs, ensuring accurate and comprehensive data collection. Additionally, the platform supports compliance with data security regulations, providing peace of mind for both advisors and clients. Key capabilities: customizable forms secure document storage integration with financial planning tools data security compliance user-friendly interface Best for: financial advisors that need to collect and manage client information effectively.
PreciseFP Details
PreciseFP's In-App Market Place
Does PreciseFP have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
No
Pricing Options
Plans
Monthly plans
Standard
USD 89
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), JPY (¥), AUD (A$), CAD (C$), CHF (CHF), CNY (¥), SEK (kr), NZD (NZ$), INR (₹), SGD (S$), HKD (HK$), NOK (kr), KRW (₩), MXN (Mex$), TRY (₺), RUB (₽), ZAR (R), BRL (R$)
Pros & Cons
- It saves significant time during client onboarding and is simple for both clients and advisors to use.
- Pre-built templates are available for critical parts of the onboarding process.
- Customer support is reported as excellent and responsive.
- It removes the need for traditional fact-finding meetings and helps increase conversion into first meetings.
- The tool is continually improving and is expected to have an API for direct database integration.
- Clients often have difficulty logging into the platform.
- Adding elements and features to templates can be unintuitive.
- Saved data rarely prepopulates, causing inefficiencies.
- There is no data center in the EU yet, and the software is not EU-U.S. or Swiss-U.S. Privacy Shield certified.
- Initial setup can take one to two weeks of full-time effort before becoming efficient.
PreciseFP's Support Options
PreciseFP's Alternatives
Strider
Strider is a field management software from AgTerra Technologies that provides tools for agricultural operations.…
Google Forms
Google Forms is a survey and form creation software from Google Workspace that enables users…
Shadow Forms
Shadow Forms is a form management software from Shadow Forms [designed for creating and managing…
Form.io
Form.io is a zero-trust, data governance platform from Form.io that supports the development of AI-driven…
