PreciseFP Description
It's as easy as sending an email to engage your clients and capture their information. After they are done, you can export their data to your CRM and Financial Planning tool with a click. Every client is different and you need to be able to deal with any situation, simple or complex. You can create your own engagement templates to customize the experience for your clients. Our goal is to save you both time AND money. We integrate with your most used tools and offer features to replace services that you don't use. We continually improve on what we have learned, and we continue learning from our advisors about what we can do better. PreciseFP will be the first experience clients have with their new advisor. We are grateful for this honor. Our latest version is faster, easier, and more customizable than ever.
PreciseFP Alternatives
Autopilot Workflow
Standard operating procedures are essential for any business to grow. Without them, there is no way for a business to continue to grow. Autopilot automates these processes, solving common problems companies face when trying to rollout new processes. Pre-configured processes and validated electronic forms ensure that processes are executed consistently, regardless of who is doing the job. An audit trail detailing all actions taken will ensure that everyone is held accountable for their actions. Autopilot can be used to ensure continuity in the event that staff leave your company. It also serves as a great training tool for new staff to learn your processes. Each step of your process has built-in guidance that will guide them.
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Portal
Innovative businesses need a modern client portal. Clients can log in to your website to send messages, sign documents, make payments, and share files. One app for everything you need to run a virtual company, including billing, file sharing and eSignatures, messaging and intake forms. Portal allows you to define exactly what your clients see. Portal can be hosted on your domain. Every pixel will look consistent with your brand. Use our website builder or connect to an existing marketing website to create a page that is optimized for professional services. Your client portal can now include secure file-sharing or eSignatures. Replaces Google Drive and Dropbox, ShareFile, DocuSign, and ShareFile Add the billing module in your portal. Clients will enjoy a customized payment experience. Replaces FreshBooks and Bill.com Add the intake forms module into your client portal. The client intake process can be simplified. Microsoft Forms and Formstack are now obsolete
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Culverdocs
Our forms can be customized to suit your particular use case, process, or desired outcome. They are easy to use and simple enough for any size team. You can transform your paper forms into digital documents in minutes to increase efficiency and decrease costs. No need to spend time training! Culverdocs provides simple, clean data entry methods and guides users through the entire process. You don't have to wait for paper forms to arrive. Instead, you can focus on the important tasks at hand. High-quality reports can be distributed beautifully branded to your company. Custom dashboards can also be used to provide real-time analysis and reporting of your data. Our workflows allow data to be distributed seamlessly to the right departments. Culverdocs can be easily integrated with your existing systems. Our integrations allow you to connect with a variety of services, or create a custom integration with any REST Service.
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FastField Forms
As a leader in enterprise mobile forms software, FastField empowers organizations with all the tools necessary to quickly collect accurate and meaningful data from a mobile workforce. We offer a simple and intuitive website and mobile app that are accessible across iOS and Android. FastField is flexible and dynamic, capable of complete customization and full automation of your form collection workflow. Our focus is business intelligence, transforming your forms into meaningful data that helps you make informed decisions for your business.
• Simple / Intuitive UI for Mobile and Web
• Extreme Flexibility For Any User / Use Cases
• Highly Customizable Forms Workflow
• Robust Offline/Online Data Capture Support
• Fully Integrated Data Analytics Platform With Automated Custom Alerts
• Full Multi-Media Capture Support With Annotation and Comment Capabilities
• Enterprise Level Integration Support: Cloud Storage or Private Data Delivery
• Application Branding (White Label Solutions)
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Pricing
Pricing Starts At:
$60 per month
Free Trial:
Yes
Integrations
Company Details
Company:
Spectrum Input
Headquarters:
Poland
Website:
precisefp.com
Media
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Product Details
Platforms
SaaS
Type of Training
Documentation
Live Online
Webinars
Customer Support
Phone Support
Online
PreciseFP Features and Options
Forms Automation Software
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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