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You send an intake request. The client partially fills it out. Your admin sends a reminder… then another one. You walk into the meeting with gaps you have to work around. Every hour spent chasing incomplete data is an hour not given to advice.
Name, beneficiaries, employer information… the same fields left blank every time. You end up pulling from last year's notes or making assumptions that slow the review down and introduce errors that can become compliance problems.
Every advisor handles onboarding differently. New hires figure it out as they go. Clients notice the inconsistency even when they don't name it and inconsistency erodes the trust that referrals depend on.
Choose a pre-built template (like for new client onboarding, annual review, account opening) or build your own using the Fact Finder and AI Template Creator. Send it directly from PreciseFP. Your client gets a clean, mobile-friendly experience with no app to download and no account to create.
PreciseFP sends reminders on a schedule you control, so you’re not the one following up. You see real-time completion status for every client, so your admin always knows exactly where each household stands. And households can fill out forms together or separately.
Completed data maps to Redtail, Wealthbox, eMoney, Docupace and other platforms in your tech stack. No re-keying, no copy-paste. When you need updated information, PreciseFP pre-fills the form with what’s already on file, delivering straight-through onboarding from first contact to funded account.
-Todd Latocha, CFP®, Founder, Blackwater Financial
PreciseFP connects directly with Redtail, Wealthbox, eMoney, Docupace, Salesforce and 30+ more platforms. Client data flows into your advisor tech stack without manual re-entry.
Join thousands of financial advisors who’ve replaced manual intake with an intuitive, automated process and finally get the time you need to give clients the attention they came for.
Yes, most clients do complete the forms they get from PreciseFP and often without prompting from your team. PreciseFP sends automatic reminders on a schedule you set, and the client-facing experience is intentionally simple. No login, no app, no friction. You see real-time completion status so you always know where each household stands.
PreciseFP is fast to set up. Most advisors send their first form the same day they sign up for PreciseFP. Pre-built templates for common use cases (like new client onboarding, annual review, account opening) are ready to go from day one. You customize from there.
PreciseFP works with a variety of CRMs. If you’re on Redtail, Wealthbox or eMoney, data maps directly without manual re-entry. Not sure if your platform is covered? Use the chat bubble in the bottom-right corner before you start. We’ll walk you through it.
Some clients aren’t comfortable with technology, but advisors tell us this is the concern that disappears fastest. PreciseFP’s client-facing experience requires no account, no app, and works on any device. It was built with exactly that client in mind.
Yes, all data is secure on PreciseFP because it uses 256-bit SSL encryption, encrypts data at rest, and limits access to only those you authorize. Their development team cannot access your client data, and support can only assist with your explicit permission. Data is housed in U.S.-based facilities. Full details at precisefp.com.
Nothing is charged until day 14. You’ll receive an email reminder. If it’s not the right fit, cancel before then — no charge.
