Spectrum Input, LLC | PreciseFP ™, Pricing

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	MoneyGuidePro Integration Added! Award-winning MoneyGuidePro now accepts data from PreciseFP... more »
	MoneyTree Software Integration Added! PreciseFP allows the data entry process to be completed by the person who... more »
	Microsoft BCM Integration Added! - Whether you use a specialized Contact Relationship Manager (CRM),... more »

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 »

pricing Both monthly and annual subscriptions include advisor-branded PreciseFP web pages and questionnaires and include an UNLIMITED number of submissions by your clients and prospective clients. You will also have FREE access to the Advisor Dashboard, where you can set up workflow (i.e. determine who will receive completed questionnaires after client submissions), add a personalized photo, and track important client statistics.

Monthly Subscription	$19.95/mo
Annual Subscription	$199/yr Two months FREE!

Sign up for a monthly or annual subscription to PreciseFP and start reaping the benefits of a streamlined practice today! Click here to order now!

PreciseFP ROI Calculator

Inputs
No. of client meetings/annual reviews per year	(a)
Financial advisor's hourly rate	(b)	$
Paper handling¹ hours per client questionnaire	(c)
Data entry² hours (Fin planning software)	(d)
Data entry² hours (CRM software)	(e)
Wait time³ in hours	(f)

Results
Total Hours Saved	(g)=(c+d+e+f)*a
Hourly rate	(b)	$
Total Labor Savings	(b*g)	$
Postage and Stationary Savings	($2*a)	$
Total Labor And Postage Savings	(j)	$
Less: PreciseFP annual subscription	(k)	$
Net Savings using PreciseFP	(j-k)	$

¹ Includes mailing questionnaires, deciphering client hand-writing, requesting missing information, and scanning/filing

² Planned future features

³ By reducing the time it takes for the advisor to receive client-provided data, the advisor reduces the amount of time before being compensated -- both for the plan and implementing revenue-generating recommendations.

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