PreciseFP
Built by PreciseFP
PreciseFP is an automated engagement and onboarding platform that enables you to gather, store and securely distribute client information online.
Trusted by advisory firms across North America
What PreciseFP Offers
Discover the powerful features that make PreciseFP an essential tool for your workflow
Automated client data collection
Secure online forms and questionnaires
Digital document signing
Client onboarding workflows
Data validation and verification
Why Use PreciseFP with Investipal?
Experience the combined power of PreciseFP and Investipal's AI-driven platform
Eliminate manual data entry and paperwork
Accelerate client onboarding process
Reduce errors with automated validation
Improve client experience with digital forms
Quick Setup Process
Get PreciseFP connected with Investipal in just a few simple steps
Schedule a demo to discuss your PreciseFP integration needs.
Our team will help you configure the optimal settings for your workflow.
Begin leveraging the combined power of both platforms immediately.
Ready to integrate PreciseFP?
Connect your tools and automate your workflow with Investipal's comprehensive platform.