PreciseFP is an automated engagement and onboarding platform that enables you to gather, store and securely distribute client information online.
Find out how to take advantage of PreciseFP in different areas of your practice.
- Fact finder: Data gathering for a comprehensive financial plan.
- Risk Tolerance: Scientifically-validated risk tolerance solution.
- Service Agreement: Customizable agreements with e-signature.
- KYC and compliance: Regulatory compliance solution.
- Workflow automation: Reduce administrative and repetitive tasks.
- Lead generation: Capture new prospects and grow your business.
Company Details
- Employees
- 5
- Founded
- -
- Address
- 101 Crawford Corner Road,
- Industry
- It Services And It Consulting
- NAICS
-
Computer Systems Design and Related ServicesOther Computer Related Services
- Website
- precisefp.com
- Keywords
- 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.
- HQ
- Holmdel, NJ
Precisefp Questions
Precisefp's website is precisefp.com
Precisefp's LinkedIn profile is https://www.linkedin.com/company/precisefp---spectrum-input-llc-
Precisefp has
5 employees.
View email and phone details for 5
employees at Precisefp.
Precisefp's industry is
IT Services and IT Consulting
Precisefp's top competitors are
Taxstatus,
Rightcapital,
Vega Minds | Ai For Advisors,
Altruist,
Docupace,
Holistiplan,
Finmate Ai,
Wealthbox,
Hubly Inc,
Monarch Money.
Precisefp's categories are IT Services and IT Consulting
Precisefp's founding year is 2007
