PreciseFP
Client data-gathering software that builds prefilled intake forms from a text prompt.
precisefp.comPreciseFP lets advisors describe a form in plain text and generates a client-ready version prefilled with known information. Its site lists custom branding, automated reminders, configurable engagement templates and client authentication before form access.
Docupace acquired PreciseFP in 2021, and the product's footer carries the Docupace name. The company offers a free trial.
What it does
- AI form creation
- Prefilled client data
- Automated reminders
- Engagement templates
- Client authentication
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