Integrations with my CRM. Clients type their information in, we export to CRM and I don't have to have my staff waste time on retyping information in. Review collected by and hosted on G2.com.
I wish the forms were a bit easier to edit after you publish Review collected by and hosted on G2.com.
PreciseFP is a great way to enable clients to complete a questionnaire that links to MoneyGuidePro - easily & securely. Review collected by and hosted on G2.com.
You need to be comfortable with online customer service and cal-backs. Some of the interface could use a "jump to" button. Other than that ... a great platform. Review collected by and hosted on G2.com.
PreciseFP makes data gathering for financial plans a breeze. For some clients a huge data gathering form can be overwhelming so we found that many clients were skipping information that they didnt think was necessary to provide. With PreciseFP we have been able to design our data gathering template to be interactive for the client. We choose to display less questions as the client starts the plan, but with special settings PFP provides we were able to make more questions appear depending on their answers to previous questions. We are able to easily identify for clients which sections are mandatory for them to answer, and this feature has significantly cut down the amount of back and forth time we spent gathering necessary information for clients plans. Review collected by and hosted on G2.com.
I wish there was a way to know the client was finished, without relying on them to click finished, as a very small percentage of our clients actually click the finished button. Review collected by and hosted on G2.com.
Hello!
Thanks a bunch for your awesome review! 😊 We’re really happy to hear that PreciseFP has made your data gathering so much easier. It’s great to know that the interactive templates and customizable settings have helped you cut down on the back-and-forth with your clients.
We totally get your point about the “finished” button. What do you think about these options?
1. You can use our Form Template Translation option to reword 'Finish' entirely. I like to suggest 'Submit and Close', but the possibilities are endless and you can change much more than the 'Finish' button, if you want.
2. You can enable the 'Confirmation' option in the Themes editor located under 'Display Sections' and customize the confirmation message that will now pop up when someone clicks the 'Finish' button--if that's what the button still says.
Let us know what you think as we think about a permanent option.
If there’s anything else we can do to make your experience even better, just let us know. We’re always here to help!
Thanks again for your feedback!
The support team is quick to respond and is extremely helpful! Review collected by and hosted on G2.com.
It's mostly a DIY type of platform. It'd be helpful to pay extra to have a team member or team build/implement. Review collected by and hosted on G2.com.
It is highly configurable, allowing you to align your data gathering with your business processes. It is easy to use for both Advisors and Clients. They have Great Customer Support. There are Strong Data and Document integration options. Review collected by and hosted on G2.com.
I can't think of anything that I genuinely dislike. Review collected by and hosted on G2.com.
The software makes it very easy to gather data and other items such as tax returns from clients and prospective clients. With the amount of integrations available, one click and data is uploaded to other areas of my tech stack. Review collected by and hosted on G2.com.
The lack of automations for pushing data. Review collected by and hosted on G2.com.
Securely gathering the client information I need to open investment accounts and track cashflow over time Review collected by and hosted on G2.com.
The dataset can be hard to figure out and sometimes does not sync properly Review collected by and hosted on G2.com.
Being able to gather data and send it along to all important fintech assets is priceless. Review collected by and hosted on G2.com.
The interface is definitely dated and rather clunky. Review collected by and hosted on G2.com.
Easy to customize and use. Flexible forproperties. Superb help function. Review collected by and hosted on G2.com.
Not as easy as i would like to separate husband and wife records for data updates. Review collected by and hosted on G2.com.
Excellent integration capabiltiies with financial planning softwares and CRMs
Can be used with automation products such as Zapier Review collected by and hosted on G2.com.
Requires time-commitment to customize product to your needs
Learning curve can be steep if not outsourcing product onboard Review collected by and hosted on G2.com.
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What is PreciseFP used for?
Pricing provided by PreciseFP.
