Testimonials Archive - PreciseFP

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

Nate Baim, Pursuit Planning and Investments, LLC

Pursuit Planning and Investments, LLC

“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.”

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


“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.”

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