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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

  • 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
  • Bread n Beyond are a very talented team of web designers. They helped me design an ideal website and came up with some great ideas. I will definitely be using their services for all future design projects.

    Matthew Balf
  • Andre and team were a pleasure to work with! They did outstanding work and were very easy to communicate with! Highly recommended! Thanks again!

    Ramin Parsi, Bid Boldly
  • ​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
  • Breadnbeyond understood Wish.co.uk's brand identity straight away. The video they made for us - at incredibly short notice - is perfect. Previously we'd held off doing video, thinking it was too expensive or too time consuming to produce. Breadnbeyond proved me wrong - I wished we'd spoken to them months ago!

    Stephen - wish.co.uk
  • Overall amazing!! Not only will we hire them again, I have already sent two more people their direction because they did such an amazing job. Thanks you for doing such a great job.

    Jabez Le Bret
  • 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
  • Quality of work was there and the price was great.

    Krista Lewis, Citadel Banking
  • Extremely satisfied with the service quality produced by Andre & his team. I am one of the people who wont get satisfied in first mockup. If you work with Bread n' Beyond, you will see that they are always ready to go an extra mile. I came with a limited budget to BreadnBeyond for a small logo design project - but in the end I found so much scope for expansion with them that I couldn't help but re-hire them to produce a higher quality output, each time. The designs are impeccable & they pay very minute attention to the details. This is the most important thing for me & I am glad that I found this team. Looking to re-hire them for all the future design projects. A++++ Service, highly recommended!

    Pushkar
  • Very good provider. I am already using again on another project. Highly recommended to anyone. Cooperates well and works through any problems that arise.

    Craig Rees

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