Click on your first field. Click on the Pencil icon. This will open the Field Details panel to the right hand side. Locate the Field group and name. It will default to a group/field for you as you can see in the highlight below. Click in the group drop down and select New Group. The default group will then disappear.Elements are the most granular object of your dataset. They are the fields that hold the account information. An element must always be placed in a group and you can easily resize and move elements to fit your needs. To add a new element, you must first find or add an empty cell in the desired group. To do so, click any element close to where ...In your PreciseFP template you will need to be in the template editor you'll want to add a new template element where you wish to place your ScheduleOnce calendar embed code. Choose ScheduleOnce from the drop down. Paste your embed code from ScheduleOnce in the box. Then click on the Create button. You'll now see your ScheduleOnce on the ...To import data from RightCapital into PreciseFP. Click on Accounts from the left hand side and then select All Accounts. Then click on the + icon in the upper right hand corner. Click on the Import tab, choose Prospect or Client and choose RightCapital. Enter in the clients last name in the search box, select the desired record from the results ... With PreciseFP, you can build validated and required fields into onboarding paperwork, ensuring accurate and complete information from clients. Docupace's integration with third-party systems eliminates duplicates and validates data, further enhancing the accuracy and reliability of your processes. Naturally, PreciseFP offers the flexibility to adapt this content to your specific requirements, or even craft your own materials tailored to your areas of expertise. You possess an in-depth understanding of your clients and their unique needs. By creating engagement materials that integrate your knowledge and cater to your clients ... Unless stated differently, our Enterprise Clients will be granted a 2-hour onboarding support period with a specialized PreciseFP expert following the signing of the contract. This assistance will be delivered in 30-minute increments. In some cases, your custom PDF Template will contain fields that you want to always fill with a default value. In order to do so, click the customize button, navigate to the PDF page that contains the field you wish to map and click on it. In the Field Details panel, type in the default value you wish to use or insert a “macro” from the ... PreciseFP 101. Everything you need to know to get started with PreciseFP. 4 articles. LPL Resources. A one-stop solution for an LPL Rep's frequently asked questions ... When exporting from PreciseFP, this integration will create an 'Account' in Salesforce with individuals being created as 'Contacts' under the account. Download Mapping Table. To see which version of Salesforce you are using, please visit this help article for guidance.PreciseFP gives your clients the best possible data-gathering experience by lowering the amount of time and effort it takes to build their client profiles. Show your clients how much you care. Send them a PreciseFP Financial Fact Finder today.PreciseFP | Docupace. Meet the Data Gathering and Client Engagement Solution of the Digital Era. Docupace’s PreciseFP solution accelerates the ability of firms to …Other important factors to consider when researching alternatives to PreciseFP include integration and templates. We have compiled a list of solutions that reviewers voted as the best overall alternatives and competitors to PreciseFP, including Zeta Programmatic, Formerly Sizmek, Lotame Spherical Platform, MediaMath by Infillion, and Simpli.fi.Eliminate clicks - generate PreciseFP Engagement links from within Pulse360. Send out highly customized emails to your prospects in seconds with PreciseFP links. Check out the video to see how. Start your 90-day trial right away. Getting started is easy with our 1-on-1 onboarding customized to you.Well, if your #wealthtech is PreciseFP then the answer is a resounding YES! 💃 🕺 How… Liked by Richard Thoeny Hear from one of our users on his satisfaction with the way PreciseFP handles ... Income Lab and PreciseFP Integration Demo Wed, Mar 27, 2024 11:00 AM - 12:00 PM CDT PFP + SmartKx Webinar Thu, June 27, 2024 11:00 AM CST Register Now On Demand ... Download PreciseFP Mobile and enjoy it on your iPhone, iPad, and iPod touch. PRECISE FINANCIAL PROFILES THROUGH TARGETED DATA GATHERING We believe in empowering human fiduciaries through deeper client engagement and a more holistic understanding of clients' wants, needs, and desires. How It Works: 1.About PreciseFP. Engaging your clients and capturing their information is as simple as sending an email. Once they’re done, exporting their data to your CRM or Financial Planning tool can be done with the click of a button. Each client is unique and you need the flexibility to handle any situation: from the simple, to the not-so-simple.To manage your teams, click “teams” in the settings sub-navigation (you can access your settings by clicking on the circle icon in the lower left hand corner). Here you are able to create new teams (click the +), update existing teams (click on an existing team) and remove unnecessary teams (click on a team then click on remove). Within the ... Unless stated differently, our Enterprise Clients will be granted a 2-hour onboarding support period with a specialized PreciseFP expert following the signing of the contract. This assistance will be delivered in 30-minute increments. To make a copy of a form template go to Templates on the left side navigation then click on My Templates under form templates. Click on the template you wish to copy then click on the copy button. You can then choose to give the new copy a different title, description, category and security level. Once done click on create.Jun 22, 2023 · What is PreciseFP? PreciseFP is a cutting-edge platform enabling financial professionals to harness the power of data to enhance client engagement. Unlike traditional client management systems, the platform offers advanced features that allow financial advisors to collect, organize, and leverage financial data precisely and efficiently. With the PreciseFP mobile app, you don’t have to wait until you’re back at the office; you can do it right from your phone. Your Client Data is Always There. Having your client’s detailed information readily available can save you time and money. See contact info, timelines, engagements, and documents, with their profile safe in your ...PreciseFP seamlessly integrates with Redtail Technology CRM, allowing for efficient data synchronization between the two platforms. Below, you'll find a demonstrative video showcasing the integration in action, along with a comprehensive mapping table that visually illustrates the fields exchanged between Redtail and PreciseFP.About PreciseFP. Engaging your clients and capturing their information is as simple as sending an email. Once they’re done, exporting their data to your CRM or Financial Planning tool can be done with the click of a button. Each client is unique and you need the flexibility to handle any situation: from the simple, to the not-so-simple.Other important factors to consider when researching alternatives to PreciseFP include integration and templates. We have compiled a list of solutions that reviewers voted as the best overall alternatives and competitors to PreciseFP, including Zeta Programmatic, Formerly Sizmek, Lotame Spherical Platform, MediaMath by Infillion, and Simpli.fi.Engaging with a Form. How to Pre-Fill and Send a Form Engagement. Publish a Form template for the web. Form Template elements. Form Element types. How to Create a Password-less Template. Change the Security Level of a Form Template. Advisor Signature element. PDF Viewer Element for Form Templates.App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier. Paths by Zapier. Redtail CRM. Microsoft Outlook. Calendly. Google Chat. Instantly connect PreciseFP with the apps you use everyday. PreciseFP integrates with 6,000 other apps on Zapier - it's the easiest way to automate your work.PreciseFP was acquired by Docupace in September 2021, advancing the company's mission to deliver an end-to-end wealthtech ecosystem for advisors to engage clients and prospects. Docupace is a ... PreciseFP 101. Everything you need to know to get started with PreciseFP. 4 articles. LPL Resources. A one-stop solution for an LPL Rep's frequently asked questions ... Unless stated differently, our Enterprise Clients will be granted a 2-hour onboarding support period with a specialized PreciseFP expert following the signing of the contract. This assistance will be delivered in 30-minute increments.PreciseFP is an automated, customizable data-gathering solution that helps Financial Advisors engage clients and gather critical data with data quality score. …It is with great excitement that I announce to you today that PreciseFP has officially been acquired by Docupace. Docupace, a long-time leader in cloud-based fintech digital operations software for the wealth management industry, believes we’re in the midst of a “back office revolution” where antiquated, manual and paper-based operational …Calculated Elements. While in the editor of your template you'll want to first choose calculated field to add to your template. *Note: You can also create calculated fields within the dataset. Next, choose the type of calculation you want to do. With the first field in blue I will select the element from my template in the drop down that I want ...In 2010, two years after launch, PreciseFP co-founder Don Whalen likened the application to an online universal client data entry form, “a replacement for the paper-based gathering of data from ...Streamlined experience The same user experience your clients are familiar with. Engaging your clients with an agreement works exactly the same way as any other engagement.To add a co-client to an existing account go to Accounts > All Accounts > Click on your clients Account > click on Add co-client to manually enter in a Co-client. A first name, last name and email address are required to create them as a co-client. The same email address for both clients can be used. Click on Save Changes to have the co-client ...PreciseFP gives your clients the best possible data-gathering experience by lowering the amount of time and effort it takes to build their client profiles. Show your …To enable this integration click on Settings (circle icon in the lower left) > Integrations > Click on the Charles Schwab button. Click on Enable this Integration. A new window will open that will allow you to enter your Charles Schwab Advisor Center credentials. If you have OTP (one time password) enabled, you must enter your password followed ...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 ...PreciseFP seamlessly integrates with Redtail Technology CRM, allowing for efficient data synchronization between the two platforms. Below, you'll find a demonstrative video showcasing the integration in action, along with a comprehensive mapping table that visually illustrates the fields exchanged between Redtail and PreciseFP.The Future of PreciseFP: AI, Machine Learning, and UX; Episode Transcript. Craig: Here we go with our next guest on the program is Richard … PreciseFP is a platform that helps you streamline client data management and engagement for enhanced financial planning efficiency. You can customize and brand your templates, add your client and prospect accounts, engage them with secure and validated emails, and integrate with your CRM or financial planning tool of choice. Engaging with a Form. How to Pre-Fill and Send a Form Engagement. Publish a Form template for the web. Form Template elements. Form Element types. How to Create a Password-less Template. Change the Security Level of a Form Template. Advisor Signature element. PDF Viewer Element for Form Templates. PreciseFP | Docupace. Meet the Data Gathering and Client Engagement Solution of the Digital Era. Docupace’s PreciseFP solution accelerates the ability of firms to …PreciseFP Webinars. Topics You Care About Featuring Subject Matter Experts You Can Trust. Register for a live event or enjoy an on-demand replay recording today. Upcoming Live Webinars. Income Lab and PreciseFP Integration Demo Wed, Mar 27, 2024 11:00 AM - …By PreciseFP calculations, this means the total amount of money we saved financial advisors in 2023 was greater than $5 million. The prestigious recognition comes as Docupace moves full speed ahead with offering advisors across wealth management a comprehensive solution to improve a relatively manual client engagement process. By …Enter PreciseFP’s new estate planning engagement. It’s an invitation for clients to discuss their plans and a perfect chance to involve beneficiaries. A cool feature in PreciseFP is secondary contacts, allowing these beneficiaries, and possible power of attorneys, to join in on the talks and build a lasting relationship.To add a co-client to an existing account go to Accounts > All Accounts > Click on your clients Account > click on Add co-client to manually enter in a Co-client. A first name, last name and email address are required to create them as a co-client. The same email address for both clients can be used. Click on Save Changes to have the co-client ...Click on it to download it to a PDF. Locate the download and click on it to open it Adobe. Once the PDF is opened in Adobe it will say that the validity of the document certification is UNKNOWN. Click on the Signature Panel button. Click on the + icon to the left of Certified by PreciseFP. Click on the + or > icon to the left of Signature Details. PreciseFP is fintech for today’s advisor seeking better client engagement and greater efficiencies at the firm level. Here is my list of 17 reasons why PreciseFP is better than a portal: A guided experience saves clients time and frustration. PreciseFP provides a distinct starting point and the client knows when she is finished. PreciseFP 101 | Help Center. All Collections. PreciseFP 101. PreciseFP 101. Everything you need to know to get started with PreciseFP. 3 articles. PreciseFP is a cloud-based application that helps financial advisors collect, store and analyze client data. It offers features such as account profiles, timelines, data quality score, pipelines, document upload and more. To manage your teams, click “teams” in the settings sub-navigation (you can access your settings by clicking on the circle icon in the lower left hand corner). Here you are able to create new teams (click the +), update existing teams (click on an existing team) and remove unnecessary teams (click on a team then click on remove). Within the ...Navigate to Accounts > All Accounts. Click on your client/prospect. Click on Reset password on the Account details panel. You will see a reset successful message at the top of your screen as well as seeing that a Password has not been created yet under their name. The next time the client tries to now access a high security level engagement ...By leveraging PreciseFP, the data-gathering process becomes streamlined, automated, and efficient. Advisors can initiate the process by selecting the appropriate form, sending the form link to prospects or clients, and then allowing them to complete the form online. The automated data entry feature saves time and minimizes errors, ensuring that ...Click on the SmartOffice box. . Click on Enable this Integration. . Enter in your SmartOffice credentials (if you are unsure of what your Office name is you will want to reach out to SmartOffice for this information) . Once you've entered in your credentials click on Enable. Once you're successfully enabled you'll get a confirmation and the ...Explore the synergy of PreciseFP and Wealthbox CRM in our exclusive demo! Learn how PreciseFP effortlessly integrates with Wealthbox to enhance your client d...PreciseFP 101. Everything you need to know to get started with PreciseFP. 4 articles. LPL Resources. A one-stop solution for an LPL Rep's frequently asked …PDF templates are PreciseFP’s version of a fillable PDF. They require a PDF document where you can then create several different field types. These fields will then be filled with information and merged together with the PDF document. PDF templates can also include electronic signatures.Go to PreciseFP. English. All Collections. Template Library. MoneyGuidePro Template. MoneyGuidePro Template. A detailed template specifically for Money Guide Pro users to create a complete financial profile. Updated over a week ago. The MoneyGuidePro fact finder can be used as is and can also be customized. Please note that any additional ... PreciseFP provides a set of RESTful APIs that will allow you to interact with your data, build custom workflows, and easily integrate your current tech stack with our tools and services. To get access to our APIs, please reach out via our support chat. PreciseFP is a mobile-friendly, data-gathering platform provides financial advisors more time to meet with clients, create financial plans and grow their business by … Sign in to Your Account. face. visibility To learn more about the PreciseFP and Income Lab integration, join Thoeny and Justin Fitzpatrick, Co-Founder and CIO of Income Lab on Wednesday, March 27 at 1 p.m. EDT, for a special webinar ...Go to Accounts > All Accounts > Click on your client/prospects name. Click on the engage button and choose Engage with a form. Select your template by either searching for it in the search bar or from your top 5 recently used or recently updated list. Once you have chosen your Primary (and secondary if applicable) contact click the Review/Edit ...How to use DocuSign in custom Schwab PDF templates. To use your firm's DocuSign account for obtaining electronic signatures, and routing signed forms to Schwab, please send a request to [email protected] or contact your Schwab Relationship Manager. The team at Schwab will walk you through the process and provide all the …To manage your teams, click “teams” in the settings sub-navigation (you can access your settings by clicking on the circle icon in the lower left hand corner). Here you are able to create new teams (click the +), update existing teams (click on an existing team) and remove unnecessary teams (click on a team then click on remove). Within the ...To turn on this integration (only needs to be done once in PreciseFP) click on your profile picture in the lower left hand corner, then select Integrations and click on the DocuSign integration box. Click “Enable this integration” in the integration details panel and login into your DocuSign account. You will be asked to grant permission to ...PreciseFP streamlines the process of keeping client profiles current. Clients receive pre-filled profile templates that reduce data entry efforts. Any profile modifications can be conveniently made on their preferred device at their leisure. Our data-gathering methodology is highly efficient, ensuring clients face minimal resistance to annual ...At this stage, your goal is to seamlessly onboard the client digitally to maintain a consistent user experience. Within PreciseFP's template library, you can now install the Client Service Agreement or Investment Policy Statement, both of which are readily available in digital format. With just a single click, you can transmit the application ... PreciseFP is a part of Docupace, a solutions provider focused on digitizing and automating operations in the financial advice and investment industry. Financial services firms use the Docupace Platform (a cloud-based, integrated software suite) to reduce back-office expenses, improve efficiency, strengthen recruiting, and enhance the experience ... PDF templates are PreciseFP’s version of a fillable PDF. They require a PDF document where you can then create several different field types. These fields will then be filled with information and merged together with the PDF document. PDF templates can also include electronic signatures.With PreciseFP, you can build validated and required fields into onboarding paperwork, ensuring accurate and complete information from clients. Docupace's integration with third-party systems eliminates duplicates and validates data, further enhancing the accuracy and reliability of your processes.Go to PreciseFP. English. Go to PreciseFP. English. All Collections. Data Importing And Exporting. Integration Mapping Tables. Redtail Mapping Table. Redtail Mapping Table. A detailed list of fields that map to/from Redtail CRM. Updated over a week ago. Download Mapping Table. Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor. Redtail is bringing next-generation technology to the Financial Advisor to help them better manage their client base. With our integration partner, Redtail, you can send information and also receive information into your PreciseFP account. How does the integration work?Read More Start Your 14 Day Free Trial ... Go to PreciseFP. English. All Collections. Template Library. eMoney Template. eMoney Template. A detailed template specifically for eMoney users to create a complete financial profile. Updated over a week ago. The eMoney fact finder can be used as is and can also be customized. Please note that any additional fields, groups or pages that you ...For PreciseFP signature you'll be able to also see who the signers are and their status as well as download all documents including the PDF and the certificate of completion. *NOTE: If you have made a connection to a dataset on any PDF fields, please note that you will still be required to have a template element and map that to your ...By leveraging PreciseFP, the data-gathering process becomes streamlined, automated, and efficient. Advisors can initiate the process by selecting the appropriate form, sending the form link to prospects or clients, and then allowing them to complete the form online. The automated data entry feature saves time and minimizes errors, ensuring that ...PreciseFP Lead Magnets will help you to drive specific actions, such as: Acquire new customers that will land right into your PreciseFP account by web publishing your form template. PreciseFP will set the appointment in your calendar automatically with widgets like Calendly. PreciseFP will send specific forms to gather additional information ...Financial Planning?Gather Client Data Effortlessly with PreciseFP Empowering advisors with data, engagement, and tools for service excellence. PreciseFP Solutions With PreciseFP, your client data is easy to collect, accurately represented, and appears in all the places you need it to. The white-glove, digital-first experience eliminates manual … To manage your teams, click “teams” in the settings sub-navigation (you can access your settings by clicking on the circle icon in the lower left hand corner). Here you are able to create new teams (click the +), update existing teams (click on an existing team) and remove unnecessary teams (click on a team then click on remove). Within the ...
All Collections PreciseFP 101. Getting Started. Getting Started. A quick help guide to getting started in PreciseFP. Updated over a week ago. 10:10. 10:10.. The salt lick
With PreciseFP, you can build validated and required fields into onboarding paperwork, ensuring accurate and complete information from clients. Docupace's integration with third-party systems eliminates duplicates and validates data, further enhancing the accuracy and reliability of your processes. PreciseFP is a Data management platform that helps you Go Paperless, Win New clients with digital lead generation, and automate data gathering for easy client on-boarding. PreciseFP is designed to ...Click the Next button below to get your free report. Next. One Degree Advisors. [email protected]. +1 619-282-3288. 1 Welcome 2 Name 3 #1 4 #2 5 #3 6 #4 7 #5 8 #6 9 Email Field 10 #7 11 #8 12 #9 13 #10 14 #11 15 Recap and Memo Opt-in.To learn more about the PreciseFP and Income Lab integration, join Thoeny and Justin Fitzpatrick, Co-Founder and CIO of Income Lab on Wednesday, March 27 at 1 p.m. EDT, for a special webinar ...Integration FAQ. To turn on this integration ( only needs to be done once in PreciseFP, you do not need to set up the integration in Redtail) go to Settings on the left side navigation (your picture) then click on Integrations. Click on the Redtail box. Enter in your Redtail credentials then click on the Enable button.To update your profile information and authentication settings, click “profile” under your settings sub-navigation. Here you are able to update your name, mobile phone, time zone, photo, and password. To update your email address, we require the request be sent to [email protected] from the email address we currently have on file for you.For PreciseFP signature you'll be able to also see who the signers are and their status as well as download all documents including the PDF and the certificate of completion. *NOTE: If you have made a connection to a dataset on any PDF fields, please note that you will still be required to have a template element and map that to your ...It is with great excitement that I announce to you today that PreciseFP has officially been acquired by Docupace. Docupace, a long-time leader in cloud-based fintech digital operations software for the wealth management industry, believes we’re in the midst of a “back office revolution” where antiquated, manual and paper-based operational …Wealthbox CRM for financial advisors is widely acclaimed for its simplicity, time-saving interface design, and modern technology architecture that integrates easily with complementary tools and services such as PreciseFP. How the integration works? Our integration with Wealthbox is bi-directional, which means that you can export and import … PreciseFP ’s data security starts with a secure connection to and from our servers, via 256-bit SSL encryption. Data is further encrypted at rest and is stored in secure databases. Data that you collect with PreciseFP can only be accessed by you and those to whom you grant control. Our development staff can never access sensitive client data ... PreciseFP 101. Everything you need to know to get started with PreciseFP. 4 articles. LPL Resources. A one-stop solution for an LPL Rep's frequently asked questions ... The solution Customizable fact finding. Generic fact finders are overwhelming, impersonal and often lead to frustration. That’s why we give you the ability to handle each client the way you see fit.How to use DocuSign in custom Schwab PDF templates. To use your firm's DocuSign account for obtaining electronic signatures, and routing signed forms to Schwab, please send a request to [email protected] or contact your Schwab Relationship Manager. The team at Schwab will walk you through the process and provide all the …We help more than 12,000 companies in 100 countries achieve data integrity. 99 Fortune 100 companies choose Precisely. See their stories. Your one-stop shop for trusted data – wherever and whenever it’s needed. Explore the suite.With its robust compliance features, seamless integrations for secure data transmission, and top-notch security protocols, PreciseFP is your trusted partner in simplifying the data collection process while ensuring data security. Start your journey toward efficiency and security today by signing up for our free 14-day trial of PreciseFP.Go to Accounts > All Accounts > Click on your client/prospects name. Click on the engage button and choose Engage with a form. Select your template by either searching for it in the search bar or from your top 5 recently used or recently updated list. Once you have chosen your Primary (and secondary if applicable) contact click the Review/Edit ...Complete Account Activity Log. We track all activity performed on your client and prospect accounts. You are able to view what was done, when it was done and who did it, thus lowering the risk of …Streamlined experience The same user experience your clients are familiar with. Engaging your clients with an agreement works exactly the same way as any other engagement.With PreciseFP, you can build validated and required fields into onboarding paperwork, ensuring accurate and complete information from clients. Docupace's integration with third-party systems eliminates duplicates and validates data, further enhancing the accuracy and reliability of your processes.Homestyler is a free online 3D floor plan creator & room layout planner, which enables you to easily create furnished floor plans and visualize your home design ideas with its cloud-based rendering within minutes..