It was that sentiment back in 2006 that brought co-founders Don Whalen, CFP, and long-time friend and business partner Sebastian Skwarek, a career technologist, together in common purpose. It should be easier for financial advisors to provide high-quality service efficiently.

They started with the advisor’s paper questionnaire and challenged themselves to come up with a faster, easier, more efficient digital solution. Something that would be intuitive and effortlessly interactive for clients and prospects to fill out.

In 2010, we released PreciseFP 2.0 which showcased a more advanced user interface and several integrations with key external systems, allowing data to be collected and exported in one fell swoop.

In 2016, the platform (4.0) improved again with a re-engineered forms editor and an expanded forms library that enabled not just financial information gathering, but also client engagement on a broader number of important topics.

In 2021, PreciseFP was acquired by Docupace. PreciseFP’s innovative client-facing capabilities combined with Docupace’s powerful automation, workflow, and operations processing tools creates an industry-leading, end-to-end wealthtech ecosystem savvy advisors can use to engage clients and prospects better than ever before.

 
Also in 2021, PreciseFP 6.0 streamlined the signature collection experience for both advisors and clients by making it possible to include multiple PDFs in a single engagement, and by supporting multiple-signer scenarios (such as those involving trustees or beneficiaries).