Client Data Gathering Forms

PreciseFP collects client information through online forms and questionnaires. An agent issues the right form on a trigger, reads returned answers as they come in, and applies your rule, for example marking a profile complete once required fields are filled. It updates the client record and notifies the advisor. Forms returned with missing required fields, or answers that conflict with what is already on file, are routed to a person, so an advisor resolves the gap or discrepancy before the profile is treated as ready for the next step.

Secure Record Storage

PreciseFP stores client records so they can be found and reused across engagements. An agent reads a stored profile when a workflow needs it, applies your rule, and updates fields where you have cleared it, for example refreshing contact details from a new form. It notifies the owner of meaningful changes. Records that appear duplicated, or updates that would overwrite verified data, are set aside for a person, so a client's file is never quietly changed in a way the advisor did not intend or expect.

Data Distribution & Sync

PreciseFP distributes client data to the other systems an advisor uses. An agent reads a completed profile, applies your rule, and pushes the fields onward where the connector and permissions allow, for example updating a CRM or planning tool. It records that the data moved and notifies the owner. Fields that fail a target system's validation, or profiles flagged as incomplete, are held for a person rather than pushed, so downstream tools receive only client data that has been checked and is safe to rely on.