Win New Clients with Digital Lead Generation

Generate leads by linking a white paper, company brochure or engagement tool to your website – without the need of a web developer. With a couple clicks you can easily create a button, banner or screen bar on your website and link it to marketing content to help you engage prospects and win new clients.

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Automate Data Gathering For Easy Client Onboarding

Gather, store and securely distribute client information online. Clients can enter their information on any device, anywhere at any time. The data is securely stored in the system and can be electronically transferred between your CRM and countless other software products, flowing directly into a financial plan or account opening process.

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Reduce Your Administrative Work And Focus On What Really Matters

40% of the cost of creating a financial plan is attributed to data gathering. PreciseFP saves you time and money by alleviating the need to manually enter data by pre-populating documents, forms and disclosures. Automate your fact finding and onboarding process, and spare your clients the dread of paperwork.

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We Keep Your Data Secure And Help You Stay Compliant

We use a multi-layered security approach to ensure compliance with regulatory and industry best practices. PreciseFP tracks all changes to client data, and provides you with comprehensive timelines for all updates performed by you, your staff, and your clients.

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We Help You Comply With The DOL Fiduciary Rule

Under the DOL Rule, firms must capture and maintain client data in real time. PreciseFP keeps client data current, and provides you with an audit trail for all updates to client information. In addition, the platform makes it easy and engaging for clients to build and maintain their own Investor Profile in order to help you adhere to your KYC obligations.

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