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PreciseFP

Meet the Data Gathering and Client Engagement Solution of the Digital Era

Docupace’s PreciseFP solution accelerates the ability of firms to adopt the digital-first mindset clients demand.

Core Functions

Comprehensive template library

View an extensive library of templates created by financial professionals that are ready to be used as-is, or customized to your needs. Templates allow you to engage clients on any topic.

Customized fact finding

Enjoy guided data gathering fact finders for any situation. Unique templates can be used to seamlessly work with unique prospects, planning clients, or investment only clients.

Extensive custodial forms

Open and transfer accounts faster with ready to use templates for account applications and other needs. Our growing library includes pre-built templates to engage your clients.

Risk tolerance & IPS

Get peace of mind with a scientifically-validated risk tolerance questionnaire integrated with our IPS that has successfully calculated the risk tolerance score of over 200,000 clients.

Seamless lead generation

Capture new prospects and grow your business. Explore ready to use, customizable contact forms, lead magnets, surveys, and quizzes, or create your own for streamlined lead generation.

Automatic PDF mapper

Provide a seamless customer experience with our PDP Mapper. Upload any PDF form and connect the fields yourself to automatically capture your client's data and get a filled, e-signed PDF.

Simple pricing.

That's our philosophy.

Standard

$ 73 Billed
monthly
  • For small businesses and solo practitioners​
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Enterprise

Custom For tailor made solutions
and volume pricing, get in touch.
  • For businesses with +10 employees​
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Pay as you grow

Your monthly price automatically updates when you add extra users, teams, or account profiles.

Add Users

Give account access to staff, compliance officers, etc.

+$36 USD/month

Add Teams

Organize your account by department, office, location, etc.

+$24 USD/month

Add Accounts

Client and prospect accounts are billed in packages of 100.

+$13 USD/month

Explore the Impact of PreciseFP

Creating a Frictionless Onboarding Experience

Understand why a seamless, client-centered onboarding experience demonstrates value and expertise to new clients.
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First Step in the Financial Planning Process

Explore how to provide a seamless client experience from the start with the right digital tools for gathering client data.
Learn More

New Methods to Engage Clients & Prospects

Dive into the different features of the PreciseFP platform and how your firm can take advantage of these solutions.
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An Award Recognized Solution