Beautiful, stunning forms your clients will actually enjoy using

Easily brand and customize your firm’s forms for a professional look and feel. Clients and prospects will appreciate how easy it is to provide you with the information you need.

Good News: Your data entry days are over!

Once your client has submitted his form, you can easily export the data to your CRM and financial planning applications - with a simple click of a button!

Clients can now attach documents right inside your forms!

Want clients of prospects to upload account statements? How about copies of their wills or other important documents? Clients can now easily “attach” documents directly in the relevant section of your forms. Yes, context matters!

Forms made easy

A data-gathering forms solution built for
financial advisors by financial advisors.

We make it easy to get started with
a library of forms that advisors use
on a regular basis.

Or, within minutes, create your own
professional-looking forms that will
impress clients and prospects.

It’s never been easier to put your
best foot forward with great-looking,
easy-to-use forms that will take
your practice to another
level of efficiency!

  • Prospect
    Questionaires
  • Financial planning
    questionnaires
  • Investment
    questionnaires
  • risk tolerance
    questionnaires
  • client satisfaction
    surveys
  • And much more

Know your client

Advisors understand the key role
that effective data-gathering plays in
serving their clients. You first need to
have a comprehensive financial
profile in order to make suitable
recommendations for each client.

PreciseFP helps advisors meet their
obligations of knowing their clients.
With a systematized approach to
gathering and storing client-provided
data, you now have the evidence
to support the suitability of
important recommendations
you make to clients.

Knowing your clients and serving them

In the most efficient manner possible

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We know it's a big decision.

PreciseFP is a forms creation tool and document vault solution -- all in one.
With our 3.0 release, it’s never been easier to create stunning forms that collect the information
you need in order to know your client and provide the best and most suitable financial advice possible.

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