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