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What is PreciseFP?

Engaging with your clients and collecting their information can be done effortlessly with a simple email, making the initial connection seamless. After they engage with you, transferring their information to your CRM or Financial Planning software is a straightforward task that can be accomplished with just one click. Each client comes with their own unique requirements, so the ability to adjust to different situations—from the simple to the intricate—is crucial. You have the option to create personalized engagement templates, enabling you to customize each client’s journey according to your specific needs. One of our main goals is to help you save both time and resources, which is why we integrate smoothly with the tools you frequently use while providing alternative functions for those you use less often. We are dedicated to continuously improving our platform by incorporating feedback from our advisors, ensuring we remain attuned to their evolving requirements. It is gratifying to know that PreciseFP often serves as one of the first points of contact between clients and their financial advisors. With our latest update, users will discover that the interface is more user-friendly, highly adaptable, and faster than it has ever been, which truly enhances the client engagement process. Moreover, we understand that building robust relationships with clients begins from their very first interaction, making it imperative to deliver exceptional service right from the start. This commitment to excellence lays a strong foundation for lasting partnerships that benefit both clients and advisors alike.

What is 1st Incident Reporting?

A dependable and efficient method for digitally storing all your reports significantly reduces the reliance on physical paperwork. The 1st Incident app facilitates the rapid and secure documentation of field events, rendering traditional paper reports bound in folders obsolete. Envision the convenience of managing all your forms online or through your mobile device, all centralized in a single accessible location. This is exactly what 1st Incident Reporting provides for users. Although incidents may originate in the field, the crucial element is how your organization responds and manages these occurrences, which is vital to your operational success. With 1st Incident Reporting, you gain the essential tools to ensure that every important field event is captured and addressed. The concluding phase of an incident's lifecycle involves thorough data analysis, allowing you to generate actionable reports that identify trouble spots in your daily operations while also emphasizing the safety of your workforce. By implementing this cutting-edge solution, your organization can improve both its agility and overall effectiveness, ultimately leading to a more proactive approach to incident management. Embracing such technology not only streamlines processes but also fosters a culture of continuous improvement.

Media

Media

Integrations Supported

MoneyGuidePro
Wufoo
Zapier

Integrations Supported

MoneyGuidePro
Wufoo
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

$60 per month
Free Trial Offered?
Free Version

Pricing Information

$1.00/month/user
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Spectrum Input

Company Location

Poland

Company Website

precisefp.com

Company Facts

Organization Name

emAPPetizer

Company Location

Canada

Company Website

emappetizer.com

Categories and Features

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Categories and Features

Audit

Alerts / Notifications
Audit Planning
Compliance Management
Dashboard
Exceptions Management
Forms Management
Issue Management
Mobile Access
Multi-Year Planning
Risk Assessment
Workflow Management

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Incident Management

Audit Trail
Corrective Actions (CAPA)
Disaster Recovery
IT Incident Management
Incident Reporting
OSHA Compliance
Root-Cause Diagnosis
Safety Management
Task Management
Ticket Management

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