Just describe the form or report you need. The AI Assistant builds it for you. Create personalized forms in seconds or generate structured reports instantly.
Create forms or generate structured reports in under a minute, even if you’ve never used PreciseFP before.
No technical skills or training needed. Anyone on your team can use it.
Target every client’s unique needs. Forms and reports can reflect their profession, life stage or investment strategy.
You decide what the form or report says. AI just makes it happen faster.
Open new accounts with less friction, onboard clients without relying on templates, generate client summary reports in seconds, save time building forms by hand, eliminate the need for outside help, reduce errors and improve consistency.
We built the AI Assistant with advisor trust in mind.
It uses your prompts to create form or report structures but doesn’t analyze or store client data. Each output is secure and standalone.
Data elements that didn’t have to be manually captured or rekeyed
Financial planning hours saved
Practice management dollars saved
Collect and automatically maintain all the data you need to be compliant with the Know-Your-Client (KYC) rule.
Customize messages you send to clients at the template and engagement level. Even use macros to make content specific to each recipient.
Access client data and manage communications on the go, ensuring you’re always connected and responsive.
Utilize our suite of customizable templates to maintain consistent, personalized contact with clients.
Automatically sync client information across platforms, reducing errors and saving time.
With the PreciseFP AI Assistant, there’s no setup and no learning curve, just smarter, faster data collection and reporting.
