Each client you onboard has a unique profile and individual needs. Why gather data with a form that’s impersonal and irrelevant? PreciseFP’s customizable fact finders let you collect details that make sense in a manner you know that client will respond well to.
Risk feels different for every investor. How well your recommendations suit their needs will depend on how well you know where your client stands. Get to know their risk tolerance windows and make recommendations that work with our scientifically-validated model.
Never wait for your clients to print, sign, scan, and return a document again. Customize your digital service agreements and collect approval with built-in e-signature functionality. This compliant solution works for other advisory-related documents too!
Know-your-client (KYC) and other rules are easy to follow with PreciseFP. Data collected through engagements automatically updates your client profile and keeps track of every action in a neatly organized account timeline.
Eliminate manual data entry and repetitive tasks for you, your staff, and your clients. Use workflow automation for high-quality, time-saving, error-free data execution.
Effortlessly create contact forms, lead magnets, surveys, and quizzes. PreciseFP makes it easy to attract and capture leads. Build and grow client relationships with tools that match your expanding business.
Quickly convert your existing forms into fully operational, digital templates. Simply send your pdf, doc, or xls file our way and we’ll create a responsive, online-optimized form you can use to engage your clients.
Our growing library of pre-built templates lets you instantly engage clients on the most common custodian/broker-dealer operations. Account opening, transfers, ACH authorizations, and IRA agreements can be completed without touching PDF form ever again.
Read how US Air Force veteran, Andy Pike, used PreciseFP to increase his remote team’s operational efficiency through automation, customized forms, and comprehensive client data-gathering.
Explore the industry-wide shift that did away with big stacks of paperwork and the role PreciseFP has played in facilitating e-signature capabilities nationwide.
