PreciseFP Mobile 2.0.6
Continue to app
Free Version
Publisher Description
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. Select a template
We provide you with a library of professional-looking templates that can be easily customized to fit your firm's needs. Add to your personal library by creating your own stunning templates within minutes.
2. Engage your clients
Invite clients and prospects to complete your templates online. Clients can immediately get to work and submit their data to you.
3. Receive and review the completed engagement
Receive an alert when your client submits his information. Now you can collaboratively review the data with your client either from across the table or across the globe.
4. Share client data with other applications
Send client data to your other applications (financial planning, CRM, etc.) instantly. No more manual data entry. No more errors.
5. Circle back for a hassle-free yearly review
Send the same engagement or a different one to the same client in preparation for your yearly review. The engagement is pre-populated with data that was previously provided, so there is less work for your client.
Mobile Features:
- Dashboard with Client and Prospect accounts segmented by pipeline
- Searchable list of Client and Prospect accounts
- Account details view with access to pipeline, data quality, engagements and timeline
- Searchable list of Engagements
- Engagement details view with access to statistics, uploaded documents and revisions
- Ability to engage one or several Client and Prospect accounts
- Ability to manage the security pin of Clients and Prospects
- Ability to preview engagements
- Ability to close or resend engagements
Dec 4, 2019
Version 2.0.6
App version compatible with PreciseFP 5.0
This new version comes with a redesigned user interface and structured in the same way as PreciseFP 5.0 web version.
About PreciseFP Mobile
PreciseFP Mobile is a free app for iOS published in the Accounting & Finance list of apps, part of Business.
The company that develops PreciseFP Mobile is Spectrum Input, LLC. The latest version released by its developer is 2.0.6.
To install PreciseFP Mobile on your iOS device, just click the green Continue To App button above to start the installation process. The app is listed on our website since 2019-12-04 and was downloaded 1 times. We have already checked if the download link is safe, however for your own protection we recommend that you scan the downloaded app with your antivirus. Your antivirus may detect the PreciseFP Mobile as malware if the download link is broken.
How to install PreciseFP Mobile on your iOS device:
- Click on the Continue To App button on our website. This will redirect you to the App Store.
- Once the PreciseFP Mobile is shown in the iTunes listing of your iOS device, you can start its download and installation. Tap on the GET button to the right of the app to start downloading it.
- If you are not logged-in the iOS appstore app, you'll be prompted for your your Apple ID and/or password.
- After PreciseFP Mobile is downloaded, you'll see an INSTALL button to the right. Tap on it to start the actual installation of the iOS app.
- Once installation is finished you can tap on the OPEN button to start it. Its icon will also be added to your device home screen.
