data collection can be. Fields to name. Questions to reword. Logic to fix. Now imagine turning that two-hour setup into two minutes.
That’s the power of PreciseFP’s new AI Assistant (Beta).
You Talk, It Builds
Here’s how it works. You tell the AI Assistant what you want. For example:
“Create a suitability questionnaire that asks for years of investment experience, liquidity needs and current tax bracket. Add definitions in parentheses for each question and organize them by priority.”
The AI understands your instructions and builds the form automatically. It includes fields for each question, spaces for written answers and even clarifying text like “Liquidity needs (for example, emergency fund or short-term withdrawals).”
You can reorder fields, adjust wording or add your own definitions before distributing. The structure is yours, but the busy work is gone.
Real-World Use: Turning Ideas Into Action
Let’s say you’re onboarding a new client who’s self-employed and tax sensitive. Instead of pulling up old templates or starting from scratch, you type a short prompt:
“Build a client onboarding form that includes contact info, tax status and cash flow questions, followed by a short values section.”
In less than a few minutes, your form is ready! You review, tweak a few labels and send it off.
Your team doesn’t have to hunt through old versions or spend time formatting. It also allows for a whole new level of personalization, as each engagement can be easily adjusted to a client’s interests, demographics, and even life situations.
Less Rework, More Impact
The AI Assistant doesn’t just build forms faster. It helps you standardize your entire data collection process. Every time you create a new engagement, you start with something polished. Every client’s experience feels intentional.
For advisors, that means less rework and more time doing what matters most: analyzing data, planning and connecting with clients.
The Bottom Line
Building forms used to be a dedication. Now it’s an idea you can bring to life in minutes!
Open PreciseFP, select Generate using AI, and describe what you want. Whether it’s a financial fact finder or a specialized onboarding form, the AI Assistant turns your words into a working template that’s ready for clients.
Great client experiences start with great data, and now you can collect it smarter, faster and without the grind. Start your free 14-day trial now to exerience it for yourself.
