Open and Transfer Investor Accounts Faster with PreciseFP

Open and Transfer Financial Planning Accounts Faster

PreciseFP’s library of pre-built templates lets you engage clients on common custodian/broker-dealer operations easily.

Opening new accounts and transferring client data is a pain point everyone in a financial advisory firm can relate to. By using the right data gathering technology, the process doesn’t have to be painful at all.

Custodial Packages

Ready-to-Use Templates for Every Use Case

Open accounts, transfer clients, get ACH authorizations, and send IRA agreements, all without ever touching a PDF form again.

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PDF Mapper

Automatically and Instantly Populate PDFs

The PreciseFP PDF Mapper lets you upload a PDF and connect the fields yourself. Fields get populated automatically with client-supplied data, and the output matches the original form exactly. It even comes with e-signature support.

Streamlined Experience

An Experience that’s Familiar for Your Clients

Engaging your clients with an agreement works exactly the same way as any other engagement. They review the information in a secure, familiar environment, with real-time data validation and auto-save that lets them start and stop as many times as they want to. When they’re done? The data is automatically uploaded to you.

Access a whole library of prebuilt templates to engage clients on common custodian/broker-dealer operations. Open and transfer investor accounts faster with PreciseFP.

Resources

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Fact Finders

Each client you onboard has a unique profile and individual needs. Why gather data with a form that’s impersonal and irrelevant? PreciseFP’s customizable fact finders let you collect details that make sense in a manner you know that client will respond well to.

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Risk Tolerance Tools

Risk feels different for every investor. How well your recommendations suit their needs will depend on how well you know where your client stands. Get to know their risk tolerance windows and make recommendations that work with our scientifically-validated model.

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Digital Service Agreements

Never wait for your clients to print, sign, scan, and return a document again. Customize your digital service agreements and collect approval with built-in e-signature functionality. This compliant solution works for other advisory-related documents too!

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Digital Service Agreements

Never wait for your clients to print, sign, scan, and return a document again. Customize your digital service agreements and collect approval with built-in e-signature functionality. This compliant solution works for other advisory-related documents too!

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KYC and Compliance

Know-your-client (KYC) and anti-money laundering (AML) rules are easy to follow with PreciseFP. Data collected through engagements automatically updates your client profile and keeps track of every action in a nearly organized account timeline.

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Workflow Automation

Eliminate manual data entry and repetitive tasks for you, your staff, and your clients. Use workflow automation for high-quality, time-saving, error-free data execution.

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Lead Nurturing Toolset

Effortlessly create contact forms, lead magnets, surveys, and quizzes. PreciseFP makes it easy to attract and capture leads. Build and grow client relationships with tools that match your expanding business.

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Custom Template Support

Quickly convert your existing forms into fully operational, digital templates. Simply send your pdf, doc, or xls file our way and we’ll create a responsive, online-optimized form you can use to engage your clients.

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Custodial Forms

Our growing library of pre-built templates lets you instantly engage clients on the most common custodian/broker-dealer operations. Account opening, transfers, ACH authorizations, and IRA agreements can be completed without touching PDF form ever again.

Level Up Your Financial Advising Game

Understand what makes your clients comfortable (or uncomfortable) with financial risks with our how-to guide.