PreciseFP

4.8 4 reviews Holmdel, New Jersey, United States 1-10 employees

About PreciseFP

Precisefp is an AI-enabled data gathering and client engagement platform built for financial advisors. It gives firms a better way to collect client information without relying on fillable pdfs, email attachments or systems that don’t connect. Advisors use precisefp to gather accurate data from clients once and carry it through onboarding, planning and ongoing client updates.
The platform is designed for the way advisory firms actually work. Forms adjust as clients respond, unnecessary questions stay out of the way and information flows into the tools advisors already use. Everything is secure, branded to the advisor’s firm and easy for clients to complete on any device, which helps set the right tone from the very first interaction.
Precisefp is easy to try and simple to evaluate. Firms can build a form, send it out and see how the data fits into their execution in minutes. If you’re looking for a more thoughtful, consistent way to handle client information, you can start with a 14-

Leadership

Richard Thoeny Executive Vice President - Product Strategy Lakewood, Colorado, United States LinkedIn profile
Stevie Docupace Senior Vice President holmdel, new jersey, united states

At a glance

Classification	Digital Advertising Platforms›Data Management Platforms (DMP)
Headquarters	Holmdel, New Jersey, United States
Founded	2007
Company size	1-10
Revenue	$1 - 10m
Profiles	Log in to view

Profile

Specialties: Data Gathering Software, Client Onboarding, Lead Generation, Lead Capture, Financial Planning, Investment Management, Data Management, Investor Profile, Esignature, Financial Services, DOL Fiduciary Rule, KYC, Data Transfer, Document Management, Risk Tolerance, Electronic Forms, Data Encryption, Compliance Software, GDPR, And GDPR, Advisor Technology, Client Data Collection, Wealth Management Technology, RIA Technology, Advisor Operations, Advisor Workflows, And Workflow Automation

Technologies: Elementor, Dynamic Conditions, Intercom, Jquery, Google Hosted Libraries, React, Google Ads Conversion Tracking, Albacross, Amazon Route 53, Contact Form 7 ...

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