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
Exports captured client data to CRMs and Financial Planning tools with a single click.
Allows advisors to create their own engagement templates to customize the client experience.
Eliminates the tedious and inefficient process of manually entering client information.
Provides tools to swiftly evaluate a prospective client’s risk profile.
Equips firms with tools necessary to maintain Know Your Customer regulatory compliance.
Facilitates effortless client engagement and smooth, easy onboarding for new clients.
Additional features
Eradicates manual data entry to capture client information efficiently.
Allows advisors to engage clients easily, enhancing day-to-day operations.
Exports captured client information to CRMs or Financial Planning tools with a single click.
Enables advisors to create custom templates tailored to their specific needs and workflow.
Provides tools to evaluate the risk profile of prospective clients swiftly.
Includes features designed to automate various operational workflows for increased efficiency.
Provides tools to help maintain Know Your Customer regulatory compliance.
Facilitates keeping customer profiles up to date across all integrated tools with ease.
Equips firms to swiftly evaluate potential clients.
Allows for smooth and easy onboarding of new clients.
Provides tools to maintain routine engagement with current clients.
Works well and integrates with the most frequently used advisor tools.
Provides a dedicated AI-powered tool to assist financial advisors.
Offers a Developer API for custom integration and advanced use.
Includes features focused on securing client data and the platform.
Provides comprehensive support and training resources to users.
Pricing
Monthly plans
Countries & Languages
Interface languages
Billing currencies
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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
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
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Enquete.com
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Survey Kiwi
Survey Kiwi is a tool for creating, customizing, and analyzing online forms and surveys. It…
Survey Planet
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