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INTEGRATION EXPLORER

See exactly how PreciseFP fits the stack you already run.

Pick the tools your firm uses today and get a tailored breakdown: what imports, what exports and exactly where PreciseFP removes the manual data entry between your systems — built around your actual stack — not a generic feature list.

What you'll get:

  • A side-by-side of your stack — every tool you select, with what data flows in and out.
  • Where you're rekeying today — the manual steps a single PreciseFP click replaces.
  • Integration opportunities — gaps and quick wins specific to the tools you run.

39 Native Integrations, including Redtail, Wealthbox, eMoney, RightCapital, Holistiplan and more.

View your personalized integration map.

Free. Takes about 3 minutes. Your data stays yours.

Our Customers

These satisfied customers have great things to say about us and our services.
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.
Jim Frazin
  • Communitas Financial Planning PBC
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.
Luke Baumgarten
  • Harvest Investment Services
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.
David J. O'Brien, MBA, CFP®
  • EVOadvisers
PreciseFP is a secure, user-friendly way to gather all kinds of pertinent information and data from prospects and new clients.
Carol Worsham
  • Abound Wealth Management
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.
Brian Lahr
  • One Life Financial Group, Inc
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.
Nate Baim
  • Pursuit Planning and Investments, LLC
To anyone considering PreciseFP as a solution, just go ahead and jump in with both feet.
Andy Pike, CLU®, CKA®
We’re excited about the future possibilities with PreciseFP and look forward to implementing more of the platform’s features to enhance our operations even further.
Andy Pike, CLU®, CKA®
Invest time upfront in properly setting up the system to fit your specific needs. This initial investment will pay off in the long run by simplifying and speeding up future processes.
Andria Stubbs
. . .that convenience of not having to enter client information again and again and again, when you're doing paperwork for the same client is just fantastic, having all of that integrated just from a servicing standpoint, is fantastic. So that's our primary use of it, and I couldn't think more highly of it. It's just fantastic.
Andria Stubbs
The time saving is…probably like 75% of the draw. When we tell our advisors, ‘You could do this without doing all of that,’ they’re like, ‘Sign me up!’
Natalie White, WMCP®
It’s so easy to use. If you’re on the fence, just try it out. You don’t know what you’re missing until you see what you could have.
Natalie White, WMCP®
Before PreciseFP, we spent a lot of time copying and pasting client data. Now, with PreciseFP, we execute it consistently every time, and it’s made our operations so much more efficient.
Sean Heney
  • Private Wealth Advisor, Partner
  • Suncrest Advisors
“Well, we were trying to nail down whether or not to hire somebody new. We really thought we needed to hire someone, but then we started thinking about it — how do we train them? … We were thinking, 'There’s got to be a different solution.' And that’s when I found PreciseFP … It was almost a turnkey solution for us. We were looking for new staff to solve the problem, but really, technology helped us increase our capacity without having to hire additional people.”
Sean Heney
  • Private Wealth Advisor, Partner
  • Suncrest Advisors
"Before PreciseFP, we spent a lot of time copying and pasting client data. Now, with PreciseFP, we execute it consistently every time, and it’s made our operations so much more efficient."
Sean Heney
  • Private Wealth Advisor, Partner
  • Suncrest Advisors