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
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.