PreciseFP
AI-enabled data gathering and client engagement tools for financial advisors
PreciseFP is a data-gathering and client-engagement platform designed for financial advisors. It solves the problem of inefficient, manual information collection by allowing users to describe a form in a simple prompt, which the platform’s AI then turns into a complete, client-ready form. Advisors can customize and brand these forms, send them via link or email, and clients receive prefilled information, can upload documents, and sign electronically.
The platform includes account profiles with revision history and data quality scores, account pipelines with automated workflows, and a template library with an AI-powered template creation tool. It offers over 20 different form and element types, a PDF mapper, and customizable email messages. Integrations include major custodians, CRM, financial planning, and document storage tools such as Charles Schwab, eMoney, Redtail, Salesforce, DocuSign, Google Drive, and Dropbox. Security features include 256-bit SSL encryption, two-factor authentication, and sensitive data encryption.
PreciseFP is built for financial advisors, from solo practitioners to large enterprises. It offers a 14-day free trial. The Standard edition is for one user with 100 account profiles, while the Enterprise edition offers custom solutions for businesses with ten or more employees. Additional users, teams, and account profiles are billed as add-ons.
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