Our Story

Fueled by Passion

We’re passionate about making you better at what you do. We are continually improving the client data-gathering process to make it easier to onboard new clients. And it would be remiss if we didn’t mention our passion for efficiency. We built PreciseFP around proven, effective processes that allow you to save both time and money.

It all started with a thought: “There has to be a better way.” That was the discussion that our two co-founders had back in 2006. Don Whalen, CFP®, had already been practicing financial planning for three years after transitioning from a career in technology. Don and a long-time friend and business partner Sebastian Skwarek, a career technologist, embarked on a path that would lead them through the challenges of taking an advisor’s paper questionnaire and turning it into an interactive and enjoyable experience for clients and prospects. In 2007, we launched PreciseFP 1.0, a basic questionnaire that allowed advisors to gather data from clients and prospects in a more efficient way. Although still somewhat rudimentary in its design, its benefits were immediately felt by hundreds of advisors, and it received recognition as being a far superior solution to previous data-gathering methods.

In 2010, we released PreciseFP 2.0, which included a more advanced user interface, several integrations with external systems, and improved processes built around the way financial planners work with their clients. In 2015, we released PreciseFP 3.0, offering a vastly improved user interface that allowed greater forms customizations, more built-in processes around the way advisors work, and a whole host of features that surpassed even generic forms solutions that aren’t laser-focused on serving the needs of financial advisors. In 2016 we again improved on the platform by allowing even greater flexibility thanks to a re-engineered forms editor. PreciseFP 4.0 also includes a forms library with pre-built forms that not only gather financial information from clients and prospects, but that also engage them on a number of important topics.

We continue to improve upon what we have learned and we continue to learn about what we need to improve upon from our advisors. We are honored that PreciseFP is one of the first experiences that clients and prospects will have with their new advisor. And, we want to make that experience perfect, knowing that it will reflect well on you, the advisor.

Our Mission

We are committed to making financial advisors better at what they do.
By providing a more enjoyable data-gathering experience for advisors, their clients, and their potential clients.
By delivering tools that allow advisors to work more efficiently, thereby improving their firms’ profitability.
By empowering advisors with proven processes and workflows that save time, reduce errors, and allow advisors to fulfill the otherwise burdensome “Know Your Customer” rule.

Our Vision and Values

We want PreciseFP to be the standard against which all methods of client data-gathering are measured.
We protect the advisors we serve.
We do it right the first time.
We build solutions for advisor's needs today, while being mindful of tomorrow’s possibilities.