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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Numerous organizations rely on Excel spreadsheets for administration, employ a variety of disjointed systems, or contend with rigid and costly ICT infrastructures. Easydus offers a cloud-based solution that allows users to create and customize their own digital administrative processes without requiring any IT expertise. This flexibility is applicable to a wide range of applications, situations, and administrative workflows. By utilizing Easydus, organizations can save both time and money by digitizing and automating tedious and error-prone manual processes, effectively replacing the need for Excel files and traditional paper or PDF forms. The software caters to all types of organizations and various contexts, allowing users to address unique requirements that fall outside the scope of conventional or custom ICT solutions. Moreover, users can modify processes and data fields independently, without relying on external IT teams or software providers, enhancing overall operational efficiency and autonomy. This empowers organizations to adapt swiftly to evolving needs while maintaining control over their administrative functions.

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

€800 per year
Free Trial No 
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 Yes 

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

Easydus

Founded

2007

Country

Netherlands

Website

www.easydus.com

Vendor Details

Company Name

Spectrum Input

Country

Poland

Website

precisefp.com

Product Features

Forms Automation

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

Workflow Management

Access Controls/Permissions No 
Approval Process Control No 
Business Process Automation No 
Calendar Management No 
Compliance Tracking No 
Configurable Workflow No 
Customizable Dashboard No 
Document Management No 
Forms Management No 
Graphical Workflow Editor No 
Mobile Access No 
No-Code No 
Task Management No 
Third Party Integrations No 
Workflow Configuration 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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