“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.”
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
Brian Lahr, One Life Financial Group, Inc.
One Life Financial Group, Inc
“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.”
Carol Worsham, Abound Wealth Management
Abound Wealth Management
“PreciseFP is a secure, user-friendly way to gather all kinds of pertinent information and data from prospects and new clients.”
David J. O’Brien, MBA, CFP®, EVOadvisers
EVOadvisers
“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.”
Jim Frazin, Communitas Financial Planning PBC
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.”
Luke Baumgarten, Harvest Investment Services, LLC
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 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.”