PreciseFP

HQ Address

101 Crawford Corner Road, Suite 1324, Holmdel, NJ 07733, United States

Website Address

precisefp.com/

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Data Gathering Software for Advisors that Value Their Time

Tackle Data Gathering Differently. Engage Your Clients with PreciseFP

PreciseFP empowers financial advisors to engage clients effortlessly, eradicating manual data entry, and enhancing day-to-day operations efficiency so that they can provide top-tier customer service, easily.

From risk tolerance assessment and workflow automation to KYC compliance and client data transfer, this suite of financial advisor tools equips firms with immediate scale so they can evaluate prospective clients swiftly, onboard new clients easily, engage existing clients routinely, and keep customer profiles up to date—across all their tools—with ease.

PreciseFP frees advisors up to focus on the business that matters: their clients, their relationships, and the financial strategies that win.

PreciseFP Solutions

Custom Template Development

Your time is precious. That’s why we provide custom template development services where you send us your form in pdf, doc, or xls format and we create an optimized, fully responsive, digital template for you to engage your clients with. Optimize your client’s onboarding process Our templates are more than just fillable......

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Fact Finder

The fact finder conundrum Every client is unique. Some are more tech savvy than others. Some don’t even know where their financial documents are. Each client has a different financial situation, with different goals, and different needs. So how can you create a comprehensive financial plan without spending countless hours gathering data......

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KYC and Compliance

What is the Know Your Client (KYC) rule? It’s an ethical requirement that states that investment firms and advisors must know and keep records on the essential facts of each customer. These facts include, but are not limited to the client’s age, other investments, tax status, financial needs, investment experience, investment......

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Lead Generation

On average, a new lead will cost you $55 USD And this number can grow exponentially if you use expensive lead generation services. Capturing a lead is just another aspect of data gathering and that’s why we are a perfect replacement for those services that focus solely on lead generation. Create and publish......

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Risk Tolerance

What is risk tolerance? It’s a psychological aspect related to a person’s level of comfort in taking financial risk. It helps determine an investor’s willingness to lose some or all of an investment in exchange for greater potential returns. Investors generally differ in the amount of risk they feel comfortable taking. While......

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Service Agreement

Eliminate friction and onboard your clients faster Never again ask your clients to print, sign, scan and return a document. Use our service agreement template as a starting point to create your own advisory agreements, letters of authorization, or any other advisory-related document for your clients to sign. The same user experience......

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Workflow Automation

Simplify your work by reducing administrative tasks Saving you time and money is one of our major goals. We want to eliminate manual data entry and automate repetitive tasks for you, your staff and your clients. One click exports to your CRM and financial planning tool We invest heavily in integrations that allow......

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