PreciseFP Mobile
Precise financial profiles
Archived App
This is an archived listing of the app previously available on the App Store.Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.
About
Streamline client data collection with customizable templates and online engagement. This app facilitates seamless data sharing with other financial tools, reducing manual entry and errors. It supports easy yearly reviews by pre-populating information from previous engagements.
What's New in 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.
MoreFAQ
What is PreciseFP Mobile used for?
PreciseFP Mobile is designed to help financial professionals gather client data through customizable templates and online engagement. It aims to improve client understanding and streamline data sharing with other financial applications.
How does PreciseFP Mobile help with client engagement?
The app allows users to invite clients and prospects to complete online templates, which clients can then submit directly. This facilitates a more interactive and efficient way to collect necessary financial information.
Can PreciseFP Mobile integrate with other financial tools?
Yes, a key feature of PreciseFP Mobile is its ability to share client data instantly with other applications, such as financial planning software and CRMs. This eliminates manual data entry and reduces the risk of errors.
How does PreciseFP Mobile handle yearly client reviews?
For yearly reviews, PreciseFP Mobile allows users to send the same or a different engagement to a client. The system pre-populates the engagement with previously submitted data, simplifying the review process for both the professional and the client.
What devices support PreciseFP Mobile?
PreciseFP Mobile is available on iPhones, iPads, and iPods, making it accessible for financial professionals on the go.
What is the security like for client data in PreciseFP Mobile?
The app allows users to manage the security pin for their clients and prospects, indicating a focus on securing sensitive financial information. Specific security protocols are not detailed in the provided description.
How often is PreciseFP Mobile updated?
The latest version of PreciseFP Mobile is 2.0.6, which was last updated on December 4, 2019. Further information on update frequency is not available.
What is the user sentiment for PreciseFP Mobile?
PreciseFP Mobile has a high rating of 5.0 stars from 2 ratings, suggesting a very positive user experience among its current users.
