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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Dynamic Forms allows non-technical users to quickly take any paper-based form, and quickly create a sophisticated interactive electronic form that can then be published to your SIS portal. This state-of-the-art esign/workflow solution lets you focus on your students and not manually moving documents. Over the past 12 year, we have processed more than 21 million higher education electronic form for all sizes and types of colleges. Our clients can save money and get more done quickly with our extensive form libraries and integration expertise. Users don't have to work long hours to complete required forms. This includes forms that require multiple electronic signatures, complex workflows, and/or payments. Users who are not technical can create, customize and publish professional-looking forms with minimal programming knowledge.

Description

Connecting with your clients and gathering their information can be effortlessly achieved through a simple email. Once they complete their engagement, transferring their data to your CRM or Financial Planning application is a straightforward process that requires just one click. Each client presents a distinct set of needs, so having the capacity to adapt to various scenarios—from straightforward to complex—is essential. You have the ability to design personalized engagement templates, allowing you to tailor each client's experience according to your preferences. One of our primary objectives is to help you save both time and resources. This is why we seamlessly integrate with the tools you use most often and offer functionalities that can substitute for those you rarely rely on. We are committed to continually enhancing our platform based on feedback from our advisors, ensuring that we stay responsive to their needs. We take pride in knowing that PreciseFP is often one of the initial interactions clients have with their financial advisors. With our latest update, users will find the interface more intuitive, highly customizable, and quicker than it has ever been before, making client engagement a truly streamlined experience. Furthermore, we believe that fostering strong relationships with clients starts right from their first interaction, making it vital to provide an outstanding service from the outset.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Chief No 
FP Alpha No 
MoneyGuide No 
Motileo No 
SmartOffice No 
Wufoo No 
Zapier No 

Integrations

Chief Yes 
FP Alpha Yes 
MoneyGuide Yes 
Motileo Yes 
SmartOffice Yes 
Wufoo Yes 
Zapier Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$60 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

NextGen Web Solutions

Founded

2008

Country

United States

Website

nextgenwebsolutions.com/dynamic-forms/

Vendor Details

Company Name

Spectrum Input

Country

Poland

Website

precisefp.com

Product Features

Forms Automation

Approval Process Control Yes 
Archiving & Retention Yes 
Collaboration No 
Document Indexing No 
Drag & Drop No 
Full Text Search No 
Remote Document Access No 
Rules-Based Workflow Yes 
Text Editing Yes 
Version Control No 

Product Features

Forms Automation

Approval Process Control No 
Archiving & Retention Yes 
Collaboration Yes 
Document Indexing Yes 
Drag & Drop Yes 
Full Text Search Yes 
Remote Document Access Yes 
Rules-Based Workflow No 
Text Editing No 
Version Control Yes 

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