Investipal
Book a demo

Forms Automation Integration

PreciseFP
+ Investipal

PreciseFP collects, stores and securely shares client information through digital forms and onboarding workflows.

Book a demo ↗
Client information

The client, in context.

PreciseFPPreciseFP
InvestipalInvestipal
Client information
Review setup and workflow scope

Trusted by leading advisory firms

Wellington Altus
Raymond James
Everspire
William Joseph
ProsperPlan
Woodgate

Client data collection and forms at the start of the relationship.

What PreciseFP Offers

Forms Automation

  1. Automated client data collection
  2. Secure online forms and questionnaires
  3. Digital document signing
  4. Client onboarding workflows
  5. Data validation and verification

Why Use PreciseFP with Investipal?

Client data collection and forms at the start of the relationship.

  1. Eliminate manual data entry and paperwork
  2. Accelerate client onboarding process
  3. Reduce errors with automated validation
  4. Improve client experience with digital forms

Inside the workflow

Plan your PreciseFP workflow

Start with the information you collect from a new client.

  1. Bring an intake example

    Choose a form or questionnaire that represents your current PreciseFP onboarding process.

  2. Follow the information

    Identify the client information your team needs next for the proposal and onboarding workflow.

  3. Review your configuration

    Discuss the data handoff, access and setup with our team before connecting your process.