The process, in a nutshell
Flexible and customizable
Customize and brand your templates
We provide you with a library of professional-looking templates for almost any situation. Use them as is, or customize them to fit your needs and workflow.
Simple and intuitive
Add your client and prospect accounts
Creating new accounts is super easy. You can import them using one of our integrations, or create them using only client name and email address.
Engage your clients and prospects
It’s as simple as sending an email. PreciseFP engagements are secure, pre-filled, and the data is validated and saved in real-time. Your clients can open them in any device and as many times as they need to.
We play well with others
Review and export data
Once your client is done, PreciseFP will notify you to review and export the data to your CRM or financial planning tool choice. Each submission is safely stored in PreciseFP, making it easy to go back in time and see what was added or changed.
Circle back for a hassle-free review
When it’s time to collect and review more data, just engage your client again. We pre-fill it with the latest data available so there’s less work for your client.