PreciseFP
The Complete Client Data Lifecycle & AI Form Prompts
A practical roadmap for RIAs to gather data strategically, reduce friction and build long-term client relationships
11Lifecycle Stages
20+AI Prompts
9Blind Spot Checks
Quick start
Find your starting point
Jump directly to the stage that fits your firm's current process.
| If you are... | Start at... |
|---|---|
| Screening new leads | Stage 0: Lead Qualification |
| Preparing for a first meeting | Stage 1: Before the First Meeting |
| Opening accounts and avoiding NIGO | Stage 4: Pre-Onboarding Paperwork |
| Keeping existing clients engaged | Stage 5 or 6: Check-Ins |
| Preparing for annual reviews | Stage 7: Annual Review Prep |
| Responding to a life event | Stage 10: Event-Based Collection |
| Building reports from your data | AI Report Builder Quick Reference |
The lifecycle
Eleven connected stages
Each stage builds on the one before it so data becomes cleaner, insights sharper and relationships stronger.
The big picture
Tactical to strategic
The eleven stages build from foundational data collection up to long-term growth and client longevity.
Growth & Longevity
Stages 8 to 10
Engagement & Maintenance
Stages 5 to 7
Data Collection & Accuracy
Stages 0 to 4
AI Report Builder
Build reports in plain language
PreciseFP's AI Report Builder lets you describe exactly what you need in plain language and generates a ready-to-use report template automatically. No manual field mapping. No configuration screens. Just tell it what you want.
How it works
1
Describe it
Write what you need in plain language — fields, filters, date ranges and all
2
Generate it
PreciseFP builds the report template automatically with the right fields and logic
3
Run and export
Run the report any time, filter the results and export to Excel for deeper analysis
Ideas for how to use the Report Builder across your practice
Compliance
Track KYC data completeness across all clients and flag profiles below a threshold score
Pipeline
List all prospects by stage, referral source and last engagement date to prioritize outreach
Milestone planning
Pull all clients turning 50, 55, 59.5 or 72 in the next 12 months to trigger milestone outreach
Annual reviews
Show all clients whose annual review prep form has not been submitted within the last 12 months
Data quality
List all clients with missing beneficiary designations, SSNs or trusted contact information
Team activity
Show all form engagements sent, completed and pending by team member over the last 30 days
Ready-to-use report prompts
Report Builder Prompt
Engagement activity report
AI Prompt"Create a report template that will list all engagements created in the last 30 days. Show the engagement title, the contact name and email, the creation date and the current status. Let me filter by title and status."
Report Builder Prompt
Account export and import audit
AI Prompt"Create a report template that will list the account export and import activities over the last 12 months. The report should include the type, the author, the date of the activity, the object, the team and the IP address."
Report Builder Prompt
Client and co-client profile report
AI Prompt"Create a report template that will show personal information (first and last name, date of birth, SSN and marital status) and contact information (email, mobile phone, home phone and address) for the client and co-client. Include account type. List records created in the last 12 months and include a filter to select between client, prospect or both."
Report Builder Prompt
Milestone outreach list
AI Prompt"Create a report that lists all clients who will reach age 50, 55, 59, 62, 65, 70 or 72 within the next 12 months. Show the client name, date of birth, upcoming milestone age, advisor name and last engagement date. Sort by milestone date ascending."
Report Builder Prompt
Incomplete KYC data report
AI Prompt"Create a report that shows all clients with a data quality score below 80. Include the client name, email, advisor name, current data quality score and a list of the top missing fields. Let me filter by advisor and by score range."
Report Builder Prompt
Annual review prep tracker
AI Prompt"Create a report showing all clients whose last annual review prep engagement was more than 11 months ago or has never been sent. Show the client name, email, advisor name, last review date and current engagement status. Let me filter by advisor."
TipThe more specific your prompt the better your report. Include the fields you want to see, any filters you need, the date range and how you want the results sorted. You can always refine the report after it generates by editing the prompt and running it again.
Advisor blind spots
Nine common data mistakes and how to fix them
Your complete client data system, powered by PreciseFP
AI-assisted form creation, AI report building, built-in risk tolerance, pre-filled fields and deep tech stack integrations — all in one platform.
PreciseFP
The Complete Client Data Lifecycle & AI Form Prompts
A practical roadmap for RIAs to gather data strategically, reduce friction and build long-term client relationships
11Lifecycle Stages
20+AI Prompts
9Blind Spot Checks
Quick start
Find your starting point
Jump directly to the stage that fits your firm's current process.
| If you are... | Start at... |
|---|---|
| Screening new leads | Stage 0: Lead Qualification |
| Preparing for a first meeting | Stage 1: Before the First Meeting |
| Opening accounts and avoiding NIGO | Stage 4: Pre-Onboarding Paperwork |
| Keeping existing clients engaged | Stage 5 or 6: Check-Ins |
| Preparing for annual reviews | Stage 7: Annual Review Prep |
| Responding to a life event | Stage 10: Event-Based Collection |
| Building reports from your data | AI Report Builder Quick Reference |
The lifecycle
Eleven connected stages
Each stage builds on the one before it so data becomes cleaner, insights sharper and relationships stronger.
The big picture
Tactical to strategic
The eleven stages build from foundational data collection up to long-term growth and client longevity.
Growth & Longevity
Stages 8 to 10
Engagement & Maintenance
Stages 5 to 7
Data Collection & Accuracy
Stages 0 to 4
AI Report Builder
Build reports in plain language
PreciseFP's AI Report Builder lets you describe exactly what you need in plain language and generates a ready-to-use report template automatically. No manual field mapping. No configuration screens. Just tell it what you want.
How it works
1
Describe it
Write what you need in plain language — fields, filters, date ranges and all
2
Generate it
PreciseFP builds the report template automatically with the right fields and logic
3
Run and export
Run the report any time, filter the results and export to Excel for deeper analysis
Ideas for how to use the Report Builder across your practice
Compliance
Track KYC data completeness across all clients and flag profiles below a threshold score
Pipeline
List all prospects by stage, referral source and last engagement date to prioritize outreach
Milestone planning
Pull all clients turning 50, 55, 59.5 or 72 in the next 12 months to trigger milestone outreach
Annual reviews
Show all clients whose annual review prep form has not been submitted within the last 12 months
Data quality
List all clients with missing beneficiary designations, SSNs or trusted contact information
Team activity
Show all form engagements sent, completed and pending by team member over the last 30 days
Ready-to-use report prompts
Report Builder Prompt
Engagement activity report
AI Prompt"Create a report template that will list all engagements created in the last 30 days. Show the engagement title, the contact name and email, the creation date and the current status. Let me filter by title and status."
Report Builder Prompt
Account export and import audit
AI Prompt"Create a report template that will list the account export and import activities over the last 12 months. The report should include the type, the author, the date of the activity, the object, the team and the IP address."
Report Builder Prompt
Client and co-client profile report
AI Prompt"Create a report template that will show personal information (first and last name, date of birth, SSN and marital status) and contact information (email, mobile phone, home phone and address) for the client and co-client. Include account type. List records created in the last 12 months and include a filter to select between client, prospect or both."
Report Builder Prompt
Milestone outreach list
AI Prompt"Create a report that lists all clients who will reach age 50, 55, 59, 62, 65, 70 or 72 within the next 12 months. Show the client name, date of birth, upcoming milestone age, advisor name and last engagement date. Sort by milestone date ascending."
Report Builder Prompt
Incomplete KYC data report
AI Prompt"Create a report that shows all clients with a data quality score below 80. Include the client name, email, advisor name, current data quality score and a list of the top missing fields. Let me filter by advisor and by score range."
Report Builder Prompt
Annual review prep tracker
AI Prompt"Create a report showing all clients whose last annual review prep engagement was more than 11 months ago or has never been sent. Show the client name, email, advisor name, last review date and current engagement status. Let me filter by advisor."
TipThe more specific your prompt the better your report. Include the fields you want to see, any filters you need, the date range and how you want the results sorted. You can always refine the report after it generates by editing the prompt and running it again.
Advisor blind spots
Nine common data mistakes and how to fix them
Your complete client data system, powered by PreciseFP
AI-assisted form creation, AI report building, built-in risk tolerance, pre-filled fields and deep tech stack integrations — all in one platform.