20+ Different Form and Element Types - PreciseFP

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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Hassle-free data gathering

Level Up Your Financial Advising Game

Understand what makes your clients comfortable (or uncomfortable) with financial risks with our how-to guide.