Free
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PreciseFP Mobile
Precise financial profiles
⭐️5 / 5
Rating
🙌2
Ratings
📼2 scs
Content
📦w/o updates
Updates frequency
🗣❌ unsupported
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- Versions
- Price History
- Description
- FAQ
All Versions of PreciseFP Mobile
2.0.6
December 4, 2019
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.
More2.0.1
December 17, 2018
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.
More1.4.1
February 19, 2018
Dashboard Fixes
1.4.0
November 17, 2017
Create and manage opportunities.
Update user profile.
1.3.0
September 29, 2017
Create and manage opportunities.
Update user profile.
1.2.1
August 3, 2017
Update user profile.
Performance improved.
1.1.2
July 25, 2017
Ability to update user profile
1.1.1
July 18, 2017
Price History of PreciseFP Mobile
Description of PreciseFP Mobile
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
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PreciseFP Mobile: FAQ
The PreciseFP Mobile software is compatible with iPad devices.
Spectrum Input, LLC is the creator of the PreciseFP Mobile app.
The minimum iOS requirement: 10.0.
5.0: The PreciseFP Mobile app gets a lot of positive feedback.
The App Category Of The Precisefp Mobile App Is Finance.
The current version of PreciseFP Mobile is 2.0.6.
PreciseFP Mobile released its latest update on July 3, 2024.
PreciseFP Mobile was initially released on February 5, 2023.
The PreciseFP Mobile app is rated Spectrum Input, LLC.
Currently, the PreciseFP Mobile app supports the following languages: English.
No, PreciseFP Mobile is not on Apple Arcade.
No, PreciseFP Mobile does not feature in-app purchases for users.
No, PreciseFP Mobile does not offer compatibility with Apple Vision Pro.