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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

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

€800 per year
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

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

Workflow Management

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

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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