PreciseFP

More time to meet with your clientscreate financial plansgrow your business

Take the work out of collecting client financial data.

PreciseFP is an automated, customizable data-gathering solution that helps Financial Advisors engage clients and gather critical data with data quality score.

PreciseFP has been adopted by thousands of leading financial companies not only because it is saving them fintech money, but also because our platform provides multiple tools in one easy to use package: Fact Finding, Forms Library, Service Agreements with eSignature, Risk Tolerance, KYC and Compliance, Workflow Automation, and Lead Generation.

Find out how to take advantage of PreciseFP in different areas of your practice.

– Fact finder: Data gathering for a comprehensive financial plan.

– Risk Tolerance: Scientifically-validated risk tolerance solution.

– Service Agreement: Customizable agreements with e-signature.

– KYC and compliance: Regulatory compliance solution.

– Workflow automation: Reduce administrative and repetitive tasks.

– Lead generation: Capture new prospects and grow your business.

Hassle-free data gathering

Your client’s data, where you need it

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.

See how it works

The process, in a nutshell

Flexible and customizable

Customize and brand your templates

We provide you with a library of professional-looking templates for almost any situation. Use them as is, or customize them to fit your needs and workflow.

Simple and intuitive

Add your client and prospect accounts

Creating new accounts is super easy. You can import them using one of our integrations, or create them using only client name and email address.

One-click engagements

Engage your clients and prospects

It’s as simple as sending an email. PreciseFP engagements are secure, pre-filled, and the data is validated and saved in real-time. Your clients can open them in any device and as many times as they need to.

We play well with others

Review and export data

Once your client is done, PreciseFP will notify you to review and export the data to your CRM or financial planning tool choice. Each submission is safely stored in PreciseFP, making it easy to go back in time and see what was added or changed.

Streamlined experience

Circle back for a hassle-free review

When it’s time to collect and review more data, just engage your client again. We pre-fill it with the latest data available so there’s less work for your client.

By advisors, for advisors

Our application is simple, yet very customizable. Find out how you can use it to improve your work.

Account profile

Your client’s full financial profile

The profile stores your client’s data in easy to read customizable sections. Tracking the latest data updates is a breeze thanks to our field highlights and revision history.

Account timeline

Complete account activity log

We track all activity performed on your client and prospect accounts. You are able to view what was done, when it was done and who did it, thus lowering the risk of litigation and/or corrective actions.

Data quality score

Ensure you know your customer

The data quality score lets you know that KYC and other requirements are being met. And when your clients or prospects receive low scores, it’s easy to drill down and check exactly what is missing to address those deficiencies.

Import and export

We play well with others

Importing and exporting data to our integration partners is super easy. Once you start, we give you feedback on the transfer and we let you know if anything goes wrong so that you can take a look at the account profile and resolve the issue.

Account pipelines

Build your own workflow

Pipelines are our way to set your clients and prospects on a journey. Each pipeline stage can have several automated workflows to move your clients along, or notify you to follow up with the right actions.

Document upload and storage

Seamless document uploads

There is no need to make separate requests to collect important documents. Your clients can upload them through their engagements, seamlessly. Additionally, if you want your documents in Google Drive, Dropbox or Box.com, we have you covered.

Complete package

Works well with the tools you need, replaces the tools you don’t

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.

 

Pros:

•  The ability to make questionnaires as simple or complex as I want.
• This product saves so much time onboarding clients and is easy for the client and advisors to use.
•  Having pre-built templates for critical parts of the onboarding process.

Cons: 

• It can be difficult to figure out how to use all of the features. Some features are changed in places that are different from others, and remembering exactly where to go for any given feature can be a bit confusing.
• Clients almost always had a hard time logging into PreciseFP. Adding elements and features to templates was unintuitive. Saved data hardly ever prepopulated!

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