Financial Planning Software for
Advisors that Value Their Time
Tackle Data Gathering Differently. Engage Your Clients with PreciseFP.
PreciseFP empowers financial advisors to engage clients effortlessly, eradicating manual data entry, and enhancing day-to-day operations efficiency so that they can provide top-tier customer service, easily.
From risk tolerance assessment and workflow automation to KYC compliance and client data transfer, this suite of financial advisor tools equips firms with immediate scale so they can evaluate prospective clients swiftly, onboard new clients easily, engage existing clients routinely, and keep customer profiles up to date—across all their tools—with ease.
PreciseFP frees advisors up to focus on the business that matters: their clients, their relationships, and the financial strategies that win.
Hassle-Free Data Gathering
Your Client’s Data, Where You Need It
Engaging your clients and capturing their information is as simple as sending an email. Once they’re done, exporting their data to your CRM or Financial Planning tool can be done with the click of a button.
Flexible and Customizable
Configurable to Fit Your Needs and Workflow
Each client is unique and you need the flexibility to handle any situation: from the simple, to the not-so-simple. Create your own engagement templates and customize your client’s experience as you see fit.
Works Well with the Tools You Need, Replaces the Tools You Don’t
Saving you both time and money is one of our major goals. That’s why we partner or integrate with your most frequently used tools and provide features to replace services you seldom use.
Here's What Your Peers Are Saying
Nate Baim, Pursuit Planning and Investments, LLC
“PreciseFP’s technology allows me to create a unique and valuable experience for my clients while keeping my practice operating efficiently. My clients appreciate that I can provide a unique, white-glove experience. I could only offer such support to my clients because of the scalability and flexibility of PreciseFP’s offering.”
Brian Lahr, One Life Financial Group, Inc.
“PreciseFP allows our team to save time and customize the client experience with ease. Their service and response time always exceed expectations when we have a question or need some guidance.”
Carol Worsham, Abound Wealth Management
“PreciseFP is a secure, user-friendly way to gather all kinds of pertinent information and data from prospects and new clients.”
David J. O’Brien, MBA, CFP®, EVOadvisers
“The main reason for using PreciseFP was to provide a simple and modern client experience. Thanks to PreciseFP, prospective and current clients are able to interact with our forms on their terms, on their time from any device.”
Jim Frazin, Communitas Financial Planning PBC
“We have been using PreciseFP for over a decade. The team there has continually improved and upgraded the value of the product while keeping the price reasonable. We love its interoperability with the other software we use. That has made it indispensable.”
Luke Baumgarten, Harvest Investment Services, LLC
“PreciseFP has completely changed the way we do business as a firm. We use this system for a number of different processes that have helped create efficiencies and innovation within our firm. This is a must-have system for firms that want to create a memorable client experience that resonates.”