PDF Mapper - PreciseFP

PDF Mapper

Automatically Fill Any PDF Document with Your Client’s Data

Our template editor lets you upload any PDF form and connect the fields yourself giving you full flexibility to create your own custodial templates. You can even connect our e-signature elements and have your clients sign the mapped PDF directly from their engagement.

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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.