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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.
Description
We offer compliance, taxation, invoicing, and administrative solutions tailored for fiercely independent solopreneurs worldwide. An impressive one in three user reviews highlights our outstanding support team. This recognition is due to their friendly demeanor, quick response times, and extensive knowledge in the field. Many team members have been integral to Xolo since its inception! They have compiled their expertise into a comprehensive library addressing both common and uncommon queries. Here, you can discover the information you need to thrive in your business endeavors.
API Access
Has API
API Access
Has API
Integrations
Chief
FP Alpha
MoneyGuide
Motileo
SmartOffice
Wufoo
Zapier
Pricing Details
$60 per month
Free Trial
Free Version
Pricing Details
€89 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
Spectrum Input
Country
Poland
Website
precisefp.com
Vendor Details
Company Name
Xolo
Country
Estonia
Website
www.xolo.io
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
Billing and Invoicing
Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator
Freelance Management
Anonymous Talent Search
Chat / Messaging
Consolidated Billing & Invoicing
Contract Management
Custom Payments
Internship Management
Job Posting / Job Board
Payment Management
Portfolio Screening
Progress / Time Tracking
Project Management
Talent Matching Algorithm
Talent Vetting
Task Management
