Thousands of financial professionals use PreciseFP to efficiently and securely handle their data-gathering needs every day.
Aaron Williams CFP
Market Street Wealth Management
Michael Tannery CPA
Tannery & Company Wealth Management
CEO & Founder Fox Financial Planning Network
I am a big fan of PreciseFP and have been recommending that our Network members include it as part of their suite of tech solutions for a long time. PreciseFP masterfully simplifies and expedites the data gathering process, one of the most time-consuming tasks of onboarding a new client and keeping a client’s financial information up to date.
Michael Chamberlain CFP®
As a fee only financial planner, I charge clients by the hour. If there is a tool that saves me time, it saves my clients money. As a result I am more competitive. PreciseFP is just such a tool. PreciseFP saves me at least 1 – 2 hours per case for new clients and it is a great way for clients to update their status in coming years. The ability for clients to input their data in the “Secure Cloud” is advantage for many clients as well.
The Strategic Implementer
As a former COO for a financial advisory firm, I remember the struggle involved with collecting client data. I discovered the key is to make it as simple for them as possible. After all, isn’t that why they’re paying us? With PreciseFP, not only do you look more professional in your clients’ eyes by offering them a clean, easy-to-use data gatherer that they actually enjoy using, but they [the clients] are now doing your data entry work for you! How’s that for a win-win!
Martin M. Bassett, III
CLU®, ChFC®, CFP®, LPL Financial
This software is a dream come true. More financial plans will be done and the message of our profession will only spread more rapidly.
Precise FP represents the future of financial planning… it provides a consistent system which will help improve the client experience and will serve to create more efficient systems within a planner’s business
Joel P. Bruckenstein
PreciseFP™ offers numerous benefits other than just cost savings. First, because the software makes it so much easier to update existing questionnaires, you’ll probably use them more frequently with clients. Doing so can reveal changing client circumstances that they might not otherwise discuss with you in a timely fashion, or it might reveal additional revenue opportunities.