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Our awesome features

We believe in empowering human fiduciaries through deeper client engagement
and a more holistic understanding of clients' wants, needs, and desires.

Data Gathering

Client Profile

Your time is precious. That’s why we created an easy-to-use client profile where you can track all activities and operations, neatly organized in a timeline. Client data is stored in easy-to-read, customizable sections that even allow you to track each field’s revision history.

Upload & Store Documents

Document upload widgets allow you to collect copies of driver’s licenses, account statements, insurance policies, estate planning documents, and more. There is no need to make separate requests for these important documents. By placing upload widgets directly within your forms, clients can securely attach the supporting documents you need.

Import & Export

Data flows to and from PreciseFP in many different ways. You can import data from your CRM, so that forms presented to your client are pre-filled (clients will love you for this effortless gesture on your part!).

When clients update their data within a PreciseFP form, their client profile can be exported back to your CRM, and to your financial planning software, so that you are working with the most current snapshot of your client’s financial information (plus, no need to enter the same data over and over, and in different places!).

Lead Generation

PreciseFP includes the necessary tools to increase your lead-to-client conversion rate. You are able to engage your clients and visitors on segmented topics to determine if the lead is a good fit for your firm. Captured leads are created automatically as prospects within PreciseFP and all data collected through the engagement form is securely stored in a new prospect profile.


Email, Share & Publish

With PreciseFP, it’s easy to make forms accessible to your clients. Whether via email, shareable link, or publishing the form on your website, you can rest assured that the right form will be delivered to the right client. PreciseFP’s publishing feature allows you to fine tune your lead generation forms — even after they are live on your website (no technical knowledge required)!

Pre-filled Forms

Your clients don’t like working on blank forms. They want a little help. Pull data in from your CRM and avoid unnecessary manual data entry. You want to lower the resistance that clients and prospects would otherwise experience in providing you with an update on their financial situation. By sending a form that is pre-filled with data that your client already provided, he/she can review the data, make changes where necessary and… be done!

Progress Tracking

When clients are filing out your forms, their data is stored in real-time, which means you can access that information as soon as they enter it. This makes live advisor-client collaboration a breeze.

Also, to help you see which fields were changed due to a form submission, PreciseFP highlights the fields that your client updated. No need to try and figure out what changed in your client’s profile — we tell you exactly what changed (and what it changed from).

Form Performance

PreciseFP tracks the time your clients and prospects spend on each form page. This allows you to tweak your forms in order to increase their performance by reducing the amount of time clients spend filling them out.

Email & In-app Notifications

PreciseFP offers a robust notification system. You, the advisor, are in control of what actions trigger email alerts sent to you. Managers and office assistants may choose to be notified of the activities done by advisors, other assistants, and, of course, clients and prospects. In-app notifications provide you with real-time alerts when you are logged into the system.


Forms Library

We provide a large, expanding library of forms created by financial professionals that are ready to be used within your firm, right “out of the box”. Use the forms as-is, or customize them to your needs. Either way, you’ll find forms covering a multitude of topics that will allow you to engage clients and prospects like never before.

Electronic Signatures

PreciseFP lets you include e-signature fields so that your clients can electronically sign forms. Never again ask your clients to print, sign, scan and return documents that you need signed. With form e-signatures, you can create advisory agreements, letters of authorization, and other advisory-related documents and send them pre-filled for your clients to sign.

Form Editor

PreciseFP comes with a state-of-the-art forms editor that is both powerful and easy-to-use. It allows you to create pages with custom fields, images, or even embedded videos, right within your form. To simplify and speed up the form creation process, you can copy forms, form pages, elements, and fields from other forms. You can preview your forms on different screen sizes such as a mobile phone, tablet or desktop to make sure your form will look fantastic on any device!

20+ different form fields & elements

To ensure you have full flexibility when designing your custom forms, we’ve included over 20 different form field types and elements. From a simple text field to a complex calculation, you will be able to request any type of information from your clients and/or prospects. Our form elements allow you to enrich your forms with text, images, documents and even embedded videos.

Customizable Email Messages

Fully customizable email templates allow for further automation. Clients are sent an email containing the link to their form, reminder emails, and a follow-up email when they submit their form to you. This latter email can contain additional instructions and/or set expectations for next steps. Lest we forget, email templates allow for the use of macros so that your messaging is personalized for each client/prospect.

Additional Features

  Field Validation
  Multiple Themes
  Callout Bubbles



We go to great lengths to secure your clients’ data. Data encryption is just one of the many important measures we take. First, our server base is not openly accessible to the outside world. To gain access, we (internally) need to go through a number of servers with multiple security layers. Second, we encrypt any attachments that your clients send along with their forms. Third, Encrypted data is not visible when sent to clients in pre-filled forms. A form is filled with client data only after the client enters the required credentials.

Customizable encryption layer for sensitive data

Most advisors will agree that a social security number is probably the most sensitive piece of data that clients entrust them with. So why not encrypt that field and any other fields that contain sensitive data? It’s easy to do with encrypted PreciseFP fields and it provides an additional layer of protection.

Two factor authentication

PreciseFP provides Two Factor Authentication for User Accounts. Before access is granted to PreciseFP, the security PIN is sent to your mobile phone and you are required to input it right after your password. This extra step greatly increases the security of all the data within your account.

Full activity tracking

Compliance is an increasingly important area as it relates to your clients’ data. PreciseFP tracks who changed client data – whether it was you or a staff member, or your client. This lowers the risk of litigation and/or corrective actions since you, the advisor, are able to prove what your client said and when he said it. And it allows you to prove that you did what was in the client’s best interest.

Additional Features

  Multiple User Roles
  Multiple Teams

Satisfy The DOL Rule and Others

The “DOL Best Interest Rule” requires that investment advisors make recommendations that are based on the client’s investment objectives, risk tolerance, and financial circumstances. But how can you, the advisor, know all of the pieces of the financial profile “puzzle” when clients are reluctant to fill out your forms? The answer: By having a data-gathering process that makes it easy and engaging for clients to build and maintain their own financial profile.

Read more

A place to manage the data-gathering process

Your Advisor Dashboard is like a data gathering Grand Central Station. Here, you see in-progress and submitted forms as well as the entire activity stream that represents your on-boarding process.

Satisfy The DOL Rule and Others

The “DOL Best Interest Rule” requires that investment advisors make recommendations that are based on the client’s investment objectives, risk tolerance, and financial circumstances. But how can you, the advisor, know all of the pieces of the financial profile “puzzle” when clients are reluctant to fill out your forms? The answer: By having a data-gathering process that makes it easy and engaging for clients to build and maintain their own financial profile.

Read more

Knowing your clients and serving them
In the most efficient manner possible

  • “Now that I’ve tested PreciseFP myself, I think I’m ready to proclaim that the messy age when advisors and staff were keystroking client data into various programs is over. And more than that, we are entering the age of interactive financial planning, where the client and advisor create the financial plan together. Having the client’s information instantly available in the programs where it’s needed is a huge missing piece to the interactive puzzle.”

    — Bob Veres, Inside Information
  • “PreciseFP™ offers numerous benefits other than just cost savings. First, because the software makes it so much easier to update existing questionnaires, you’ll probably use them more frequently with clients. Doing so can reveal changing client circumstances that they might not otherwise discuss with you in a timely fashion, or it might reveal additional revenue opportunities.”
    — Joel Bruckenstein, Technology Tools for Today
  • “Client data gathering and form filling are the least glamorous tasks that make up your workday, but the activities are essential to create financial plans with correct information. Fortunately, there are a few solutions that can significantly streamline the arduous data-gathering process.

    One product is PreciseFP, co-founded by Don Whalen and Sebastian Skwarek in 2008.“

    — Bill Winterberg, FPPad
  • “You can collect all of the data you need, including that which might go into a system through an integration, but also information that you normally wouldn’t get on a questionnaire that is in one of those [other] systems. I think that is the value of PreciseFP.”

    — Blane Warrene, The Digital Well
  • “I am a big fan of PreciseFP and have been recommending that our Network members include it as part of their suite of tech solutions for a long time. PreciseFP masterfully simplifies and expedites the data gathering process, one of the most time-consuming tasks of on-boarding a new client and keeping a client’s financial information up to date.”
    — Deborah Fox, Fox Financial Planning Network

contact us

Contact details

2650 Holcomb Bridge Road,
Suite 120,
Alpharetta GA 30022