# PreciseFP Mobile — Precise financial profiles > Financial profile creation and client data gathering tool for fiduciaries. (iPhone/iPad app by Spectrum Input, LLC.) - Source: https://appshunter.io/ios/app/precisefp-mobile/id1259788324 (this page in markdown: same URL + `.md`) - Developer: [Spectrum Input, LLC](https://appshunter.io/developer/1259788323) - Category: Finance, Productivity - Price: Free - Rating: 5.00/5 from 2 App Store ratings - Age rating: 4+ - Requires: iOS 10.0 · 87 MB - Languages: English - Released: 2017-07-18 - Data updated: 2026-06-10 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/precisefp-mobile/id1259788324/reviews.md ## What is 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 ## Key features - Customizable template library - Online client engagement - Automated data sharing - Client/prospect account management - Engagement tracking and statistics - Pre-populated yearly reviews ## Frequently asked questions about PreciseFP Mobile ### 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. ## Version history (last 5 releases) ### 2.0.6 — 2019-12-04 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. ### 2.0.1 — 2018-12-17 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. ### 1.4.1 — 2018-02-19 Dashboard Fixes ### 1.4.0 — 2017-11-17 Create and manage opportunities. Update user profile. ### 1.3.0 — 2017-09-29 Create and manage opportunities. 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Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-10.*