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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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Chief
FP Alpha
MoneyGuide
Motileo
SmartOffice
Wufoo
Zapier

Integrations

Chief
FP Alpha
MoneyGuide
Motileo
SmartOffice
Wufoo
Zapier

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$60 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

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
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Product Features

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

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