Every advisor knows the pain of building forms from scratch. Whether it’s a suitability questionnaire or a financial fact finder, collecting client data can feel repetitive and time-consuming. The information you need rarely changes, but the process of getting it often does.
That’s exactly what PreciseFP’s new AI Template Builder (Beta) is here to fix.
From Manual Setup to Instant Creation
Imagine this: instead of starting with a blank page, you simply type,
“Create a suitability questionnaire that asks for years of investment experience, liquidity needs and current tax bracket.”
Within seconds, the AI Assistant builds the form for you, complete with labeled fields and guidance text. It can even add helpful context like defining liquidity needs as “expected liquidity requirements such as emergency funds or near-term withdrawals.”
The result? A professional, client-ready template without the tedious field-by-field setup.
Consistency Without Compromise
When client data comes in through structured, consistent forms, your workflows become faster and cleaner. The AI Template Builder ensures your team collects information the same way every time. No missing questions, no mismatched formats and no need to copy and paste from old templates.
Advisors who have started testing the feature describe it as “a time saver that still gives you control.” You decide what questions to ask and how to phrase them. The AI simply takes care of the building so you can stay focused on the client experience.
Smarter Data, Happier Teams
With AI handling form creation, your team spends less time maintaining templates and more time using the data that matters. Think of it as a digital assistant that knows your process, follows your lead and builds perfectly formatted forms in minutes.
The future of data collection isn’t about more tools. It’s about the smarter ones that remove friction and make good advisors even better.
Ready to try it? Log in to PreciseFP, open Templates and click Generate using AI. Or start a new trial at PreciseFP.com. Describe what you need, and let AI do the rest!
