Benefit: By transforming the traditional static, paper-based questionnaire into an attractive, easy-to-use interactive web-based application, not only will your clients provide you with the information you need in order to plan for their financial future, they'll actually have fun doing it! Americans have come to expect to be able to handle all of their transactions over the web.  PreciseFP ™ allows your clients to submit their personal information via a secure, user-friendly interface without ever having to touch pen to paper!

Benefit: Identity theft is a concern for everyone. By making use of the highest standards in encrypted technology, PreciseFP T reduces the risk of identity theft that is associated with other electronic and paper-based data exchange mediums. Once your client has submitted his questionnaire, only you and those you designate will receive a copy in the form of an encrypted PDF. You can then use this PDF to review with the client at your meeting, make changes on-the-fly, and save the edited PDF or export the data for use in other applications.

Benefit: By "graying out" certain fields based on previous user actions, the client is guided to make only choices that make sense.  For instance, why would you want a field for "Face Value" to be available when the client is entering information on a health insurance policy he owns?  By guiding the client/prospect in this fashion, he can make better choices, which will not only make the process more satisfying for the client, but will ultimately provide you with "cleaner" data.

Benefit: Smart Drop-Down Menus guide the client/prospect to make logical choices, while providing flexibility for the special cases that come along.  For instance, in the Insurance Information section of PreciseFP ™ , your client has drop-down menus for primary and secondary beneficiaries.  These drop-down menus will include the actual names of his spouse and all of dependents (carried forward from the Client Information screen).  Additionally, if your client wants to add "Aunt May" as a beneficiary, the client can manually type the entry.

Benefit: Smart Margins are fields located at the bottom of every screen of PreciseFP ™ .  Unlike a static paper-based form, PreciseFP ™ allows for additional information to be typed "in the margins".  For instance, if the client/prospect lists a lake house as an asset under the Assets section, he can write in the Smart Margin the following: "I own the lake house with my brother (50/50)".

Benefit: Now your client can retrieve data from a previous PreciseFP ™ session, make changes as needed, and re-submit the questionnaire to the financial planner.  This feature eliminates the need to start the data gathering process from scratch, oftentimes re-entering the same data provided just a few months ago.  For clients who have never used PreciseFP ™ , you can enter the data for them for the first time (assuming you have an old questionnaire they filled out previously), and have them review the data on the web.

Benefit: By using an industry-standard method of transferring data to and from PreciseFP ™ , we can open the possibility of then using that data in any number of applications (financial planning, CRM, etc.).  This eliminates the need for data re-entry and therefore also reduces the risk of errors.

Benefit: PreciseFP turns the static, destined-for-the-shredder, paper-based questionnaire into a living document that allows for customized communications with each unique client and prospect. Imagine the following scenario: You receive a call from a prospect, and you immediately enter preliminary information such as names, contact information, and a note about the prospect's need for advice on how much money he needs to have a worry-free retirement. During the call, you enter the contact information and make notes directly into PreciseFP, via the Smart Margins feature. By entering information this way, you are completing a part of the questionnaire for the client while prompting the client to provide additional information on points covered during the conversation. This collaborative exchange medium instantly gives the client momentum, by providing a partially-completed questionnaire (and we all know that clients need all the momentum they can get!). It also feeds the client with critical mind mapping points that prompt the client to provide better information than they ever would using a static form. Thanks to the collaborative nature of PreciseFP, your client data gathering process is more personalized and efficient, making your client-advisor meetings more effective, and your planning more precise. That's the PreciseFP difference!

Benefit: Want to allow your clients to complete your questionnaire in steps, instead of being forced to do it all at once? Want to be able to send a partially-completed questionnaire to your client so she can save time and fill in only the missing pieces? It’s easy with PreciseFP’s Save and Continue Later button located at the top right-hand corner of every screen of your personalized questionnaire. By clicking on the Save and Continue Later button, an encrypted version of your client’s questionnaire is stored on our secure servers for up to 4 weeks. Password-protected, the partially-completed questionnaire can be accessed by you or your client at any time. Perhaps your client has a question about a data item or, as mentioned above, you want to complete a portion of the questionnaire for the client, giving her a head-start into the data gathering process. Whatever your use for it, the Save and Continue Later feature allows you and your client to work more collaboratively, more efficiently, and when it is convenient for both of you.

Benefit: PreciseFP extends the reach of client-provided information by allowing you to export data for use in applications such as CRMs and financial planning software. Exporting data is an amazingly easy process and allows you to "hit the ground running" with the financial planning process. Visit our FAQ section to discover the growing list of integrations that we currently offer. Under the Advisor Dashboard section of the FAQ, you will find How-to videos on exporting to specific applications.