PreciseFP
Built by PreciseFP
PreciseFP is an automated engagement and onboarding platform that enables you to gather, store and securely distribute client information online.
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.
1. Contact Our Team
Schedule a demo to discuss your PreciseFP integration needs.
2. Configure Settings
Our team will help you configure the optimal settings for your workflow.
3. Start Using
Begin leveraging the combined power of both platforms immediately.
See Investipal in Action
Curious how Investipal can help accelerate your firm's growth? Chat with one of our solution experts.
Schedule a Demo