PreciseFP
PreciseFP digitizes wealth management operations, enhancing efficiency and profitability through streamlined digital workflows. Advisors can transition books of business in 30 days, with automated account opening and compliance checks. Its cloud-based document management ensures secure record storage, while powerful automation tools improve client engagement and simplify regulatory delivery.
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Top PreciseFP Features
- Customizable financial report hierarchies
- Seamless digital workflow integration
- Secure cloud-based document storage
- Automated compliance checks
- Rapid advisor book transitions
- Comprehensive API documentation
- Pre-built client engagement templates
- Risk tolerance questionnaire integration
- Guided data gathering tools
- E-signed PDF capabilities
- Flexible pricing model adjustments
- Lead generation forms and surveys
- Easy account opening process
- Robust audit preparedness features
- Digital delivery of regulatory disclosures
- Powerful workflow and operations management
- Client account organization tools
- Out-of-the-box integration capabilities
- Comprehensive surveillance solutions
- On-demand webinars and resources.
