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Take a look at what other advisors are saying about PreciseFP:

"PreciseFP made it easy to customize forms, and I didn’t need to be a developer to do it. It was so user-friendly."
Sean Heney
  • Private Wealth Advisor, Partner
  • Suncrest Advisors
. . .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
To anyone considering PreciseFP as a solution, just go ahead and jump in with both feet.
Andy Pike, CLU®, CKA®
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
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 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

For Financial Advisors by Financial Advisors​

Efficiency, security, and engagement—all in one place.

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Data elements that didn’t have to be manually captured or rekeyed

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Financial planning hours saved

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Practice management dollars saved

KYC Compliance, Easily

Collect and automatically maintain all the data you need to be compliant with the Know-Your-Client (KYC) rule.

Emails That Look Like Your Own

Customize messages you send to clients at the template and engagement level. Even use macros to make content specific to each recipient.

Mobile Accessibility Automatically​

Access client data and manage communications on the go, ensuring you’re always connected and responsive.

Enhanced Client Communications

Utilize our suite of customizable templates to maintain consistent, personalized contact with clients.

Effortless Data Integration​

Automatically sync client information across platforms, reducing errors and saving time.

Data That Moves as Fast as Your Clients

Collect and verify client information quickly so your team can execute with confidence using AI-enabled PreciseFP
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