Financial Advisors need access to client data no matter where they are.
Our Mobile App will help you engage with your current and potential clients anytime, anywhere.
Create new prospects and clients on the go
The time of next-day engagement is over. With our mobile app, you can create new prospects and clients as soon as you meet them, and you can start engaging them electronically — the way they want to be engaged.
Send forms to your prospects and clients right from your phone
Engaging your clients at the right moment is crucial when you want them to send you accurate and up-to-date information. With PreciseFP you don’t have to wait until you’re back at the office to send a form to your clients; you can do it right from your phone!
Your client’s financial profile in your pocket
Having your client’s updated financial information readily available on your phone can save you a lot of time and money. From contact information to assets and liabilities, their financial profile is secured in your pocket 24/7.
Review your client forms any time, from anywhere
PreciseFP let’s you not only send customized and pre-filled forms to your clients, but also preview those forms in real-time at any moment. Now, with our mobile app, you have that ability from your own phone.