20+ Different Form and Element Types

Full Flexibility when Designing Custom Templates

We’ve included over 20 different field types and elements. From a simple text field to a complex calculation, you will be able to gather any type of data from your clients. Our elements allow you to enrich your templates with text, images, documents, and even embedded videos.

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"The time saving is…probably like 75% of the draw. When we tell our advisors, ‘You could do this without doing all of that,’ they’re like, ‘Sign me up!’"
Natalie White, WMCP®
AmeriFlex® Premier Concierge

See how The AmeriFlex Group has customized the PreciseFP platform to create a branded experience for each office, allowing them to scale efficiently while maintaining personalized service for their clients.