PreciseFP and TD Ameritrade Institutional

PreciseFP and TD Ameritrade Institutional

Enable your own “robo” experience, Customer Journey, and Custodial Form fill –
TD Ameritrade Institutional template and DocuSign integrated.

Advisors who custody with TD Ameritrade Institutional gather client data used to populate account opening and other forms.

Through the use of required fields and data checking, PreciseFP is able to lower NIGO (Not In Good Order) while enhancing the client experience via responsive forms that zero in on the needs of the client.

Client and prospect journey

With PreciseFP, you can configure client and prospect paths that are unique to your firm. We call these Pipelines and they define the kind of journey that your clients and prospects will have.

If you think about the workflow of a typical advisory firm, it can involve certain steps, each dependent on the previous step having been completed.

Superior customer experience

Clients want fewer places to log into and less software to learn. That’s why independent advisors who want to give their clients a “big company” experience and a better customer journey use PreciseFP.

And since the platform is really multiple applications in one, your clients don’t have to jump in and out of various applications. They can get it all done in one easy-to-use, familiar environment.

Flexibility and speed

PreciseFP was built by advisors, for advisors. When you sign up, you gain immediate access to a powerful library of templates that thousands of advisors use in their firms as-is or customize using our powerful template designer.

With PreciseFP, not only can you customize the content, you can customize the customer journey by making our client and prospect Pipelines your client and prospect Pipelines. It’s flexible, it’s fast, and you don’t need to be a programmer to do it.

Enable your template and DocuSign integrated client onboarding experience today.

TD Ameritrade, Inc. and PreciseFP are separate, unaffiliated companies and they are not responsible for each other’s services and products. Veo Integrated is an indication of programming compatibility. It does not imply any TD Ameritrade, Inc. recommendation of, endorsement of, warranty of, or fitness for use of PreciseFP’s products or services. TD Ameritrade is not responsible for information, opinions or services provided by PreciseFP. Brokerage services provided exclusively by TD Ameritrade, Inc., member FINRA/SIPC. Veo is a trademark of TD Ameritrade, Inc. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission. All rights reserved.

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