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PreciseFP

PreciseFP is a tool for financial advisors to help them develop better client profile using effective forms that address directly to clients’ needs.

Explainer Video Script

Meet Tom. Tom is a financial advisor who isn’t getting quality financial planning information from his clients.

The problem is his intake form… it’s generic, boring, and not client specific enough.

To make matters worse, the regulator is on Tom’s case because there’s no proof that Tom is acting in his client’s best interest.

Enter PreciseFP.

With PreciseFP, the leading client profile builder and forms tool, Tom is able to quickly and easily create forms that speak to his clients needs. PreciseFP even provides a forms library, so Tom is easily able to copy, edit, and publish forms on multiple, engaging topics.

Tom’s clients are happy because intake forms are customized to their unique situation. Also, forms are prefilled, taking less time to complete.

Tom’s happy because there are no more incomplete client profiles, saving 40% on the cost of creating financial plans.

The regulator’s happy because data is tracked throughout the process with the end result being a complete financial client profile.

Happy Clients. Improved efficiency. Better compliance.

That’s PreciseFP

Testimonials

  • Outstanding job! The provider understood exactly how to visualize our idea. The communication style was professional and effective.

    Maja Rovsing Falvo, KOOB - The Viking Game
  • I wish I could have checked ALL of the 'attributes' boxes for describing Andre. He's done several graphic design and Flash jobs for me in the last couple of years, and each time has been a joy. Andre is talented, fast, dedicated and his follow-up is exemplary. His communication is faultless, and his on-time performance leaves nothing to be desired. All in all, I'm VERY impressed with Andre, and hope to keep working with him for years to come.

    Kevin D. Murphy
  • Andre's professionalism and level of understanding surrounding IT projects is second to none. I've dealt with Andre on a number of projects throughout the years and he has consistently delivered projects on time and has always exceeded expectations.

    Nanthees Paskar
  • I have worked with Andre on a number of occassions, hiring him on behalf of a client. Andre not only produces high quality work on time and to budget, he also gets us! And by this I mean that he works well & is understanding of the needs and restrictions that come with working with non-techy, not for profits. Andre is happy to revisit work and offer advice even after he's received payment and the job has closed. I would have no hesitation in recommending Andre and Bread n' Beyond to anyone sourcing graphic design work.

    Emma Crabtree
  • This is a great animation studio. When I was not completely satisfied with the work that was initially done, they went above and beyond to fix everything I had problems with and meet my satisfaction. Would recommend to anyone.

    Scientific Investing
  • Very satisfied with the work done. Very talented and creative, quick turnover and easy communication. The end result is professional and polished. Will definitely hire again!

    Jerry F., Handshake
  • Overall great job, very timely and they went above and beyond the requirements. I highly reccomend these guys!

    Howard Hale
  • Working with this company was a pleasure, as staff that worked on the job, were competent, pleasant, and extremely patient. They went beyond to ensure that I as the customer was satisfied right up unto the end. Their work is exceptional and very creative. I consider the cover that they made for my book a work of art and cutting edge. I will not hesitate to use them again for my next project.

    Rose Marie Whiteside
  • Yes. The cost and production time from start to finish is superior to alternatives. We also feel the team is very flexible and patient with changes without constantly charging more fees. Very satisfied and will continue relationship.

    Mikaal Abdulla, 8 securities
  • ​Price was better than other options while quality and breadth of services appeared similar. Website and sales team were clear and upfront about process, options, costs, etc. Did not appear to be any hidden fees of catches.

    Alan Samuels, Lunch Pro

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