Client Data Gathering, Client Engagement, Risk Tolerance, Workflow Automation

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  PreciseFP is a mobile-friendly, data-gathering platform provides financial advisors more time to meet with clients, create financial plans and grow their business by removing all the “leg work” of collecting financial data.

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  Comprehensive template library
  View an extensive library of templates created by financial professionals that are ready to be used as-is, or customized to your needs. Templates allow you to engage clients on any topic.

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  Customized fact finding
  Enjoy guided data gathering fact finders for any situation. Unique templates can be used to seamlessly work with unique prospects, planning clients, or investment only clients.

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  Your client’s data, where you need it
  Engaging your clients and capturing their information is as simple as sending an email. Once they’re done, exporting their data to your CRM or Financial Planning tool can be done with the click of a button.

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  Configurable to fit your needs and workflow
  Each client is unique and you need the flexibility to handle any situation: from the simple, to the not-so-simple. Create your own engagement templates and customize your client’s experience as you see fit.

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  Seamless lead generation
  Capture new prospects and grow your business. Explore ready to use, customizable contact forms, lead magnets, surveys, and quizzes, or create your own for streamlined lead generation.

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  Works well with the tools you need, replaces the tools you don’t
  Saving you both time and money is one of our major goals. That’s why we integrate with your most frequently-used tools and provide features to replace services you seldom use.

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  Library of Schwab custodial forms.
  Open and transfer accounts faster with ready to use templates for account applications and other needs. Our growing library includes pre-built templates to engage your clients.

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  Automatic PDF mapper
  Provide a seamless customer experience with our PDP Mapper. Upload any PDF form and connect the fields yourself to automatically capture your client's data and get a filled, e-signed PDF.