Product Description

About this Product

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PreciseFP, the leading client profile builder and form template tool:

  • Win more clients with digital lead generation
  • Automate data gathering for easy client onboarding
  • Go Paperless

About PreciseFP

For us, data gathering was never an afterthought. We've been improving on it since 2007 and we're honored to be one of the first experiences your clients will share with you. We make sure your clients provide complete information and we point out errors along the way so that they can address them right then and there, making it less likely for you to encounter any NIGO issues. By automating the data-gathering process and integrating with your CRM and financial planning tools, we drastically reduce the cost of building a financial plan. We are committed to making you better at what you do and we want to be the standard against which all methods of client data-gathering are measured.

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Document and Form Management, Practice Management
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API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.

References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.

Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.

Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.