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"Take PreciseFP ™ for a FREE
2-week test drive!"

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arrow  New Features

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s Laser App Integration Added! Laser App is the leading provider of form filling technology... more » s
Redtail Integration Added! Redtail, a web-based CRM application used by thousands of sophisticated advisors now imports... more »
MoneyGuidePro Integration Added! Award-winning MoneyGuidePro now accepts data from PreciseFP in an entirely... more »
 
 

arrow  Reviews

"...[PreciseFP] is one of those things that make you wonder why nobody has done this before. It is certainly worth checking out." - Joel Bruckenstein - Applied Technology for Financial Professionals Expert. more »
 
"... a simple and convenient tool, this product is right on the mark.! - Steven Wykoff - Mersereau & Lazenby, L.L.C. more »
 
 
 
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Contact
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The PreciseFP Online Questionnaire (what your clients see)
  • How do I direct my clients to my personalized instance of PreciseFP?

  • How do I save changes to a PDF that I receive from my clients via PreciseFP?

  • How do I direct my clients to my personalized instance of PreciseFP?

  • How do I use the Data Replay feature of PreciseFP, so that my clients don’t have to start from scratch with their data entry efforts?

  • How long will password-accessible questionnaires remain on the PreciseFP servers?

  • What is the password for the encrypted PDF that is sent to my designated recipients?

  • What are the fields at the bottom of each screen of PreciseFP?

The Advisor Dashboard (what the advisor sees)
 
General
  • What are the system requirements for PreciseFP?

  • How many submissions per month are allowed with my paid subscription?

  • How secure is 128-bit encryption used by Spectrum Input SSL?

  • What are the requirements for my advisor photo that is displayed on PreciseFP?

  • What is Encryption?

  • How do I know if encryption is enabled or not?

  • What about warnings or errors about the Secure Certificate?

 
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