PreciseFP is a secure, user-friendly way to gather all kinds of pertinent information and data from prospects and new clients.
Find out what your peers have to say
Thousands of financial professionals use PreciseFP to efficiently and securely handle their data-gathering needs every day.
Sloan Walters AFC
Blakely Walters Wealth Management
Aaron Williams CFP
Market Street Wealth Management
Michael Tannery CPA
Tannery & Company Wealth Management
David J. O’Brien, MBA, CFP®
Our firm was prepared to work from home in part because we had implemented PreciseFP for the forms we use with our clients. But 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.
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.
Shone Asset Management
PreciseFP has enhanced our client experience by reducing the friction of the planning and onboarding process.
Harvest Investment Services
PreciseFP has completely changed the way we do business as a firm. We use this system for a number of different processes that has helped create efficiency’s and innovation within our firm. The support from the PreciseFP team is top notch and always taking on new ideas and trying to implement them as quick as possible. We have used this system to help onboard new 401k’s for plan sponsors and participants and have successfully completed an automated process to track and migrate $40 million of assets in less than a month to TD Ameritrade Institutional. I have yet to have a bad experience with this company and will say, this is a must have system for firms that want to create a memorable client experience that resonates.
PreciseFP is a HUGE time saver for our advisors.