Simple pricing, that’s our philosophy

$60

00
/per Month

Our Price: 60.00 $ per Month

Price includes:

  • 1 User
  • 1 Team
  • 100 Profiles
  • All features

Need more?

Each additional user $30/month
Each additional team $20/month
Each additional 100 client/prospect profiles $10/month

Sign Up

Knowing your clients and serving them
In the most efficient manner possible

  • “Now that I’ve tested PreciseFP myself, I think I’m ready to proclaim that the messy age when advisors and staff were keystroking client data into various programs is over. And more than that, we are entering the age of interactive financial planning, where the client and advisor create the financial plan together. Having the client’s information instantly available in the programs where it’s needed is a huge missing piece to the interactive puzzle.”

    — Bob Veres, Inside Information
  • “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.”
    — Joel Bruckenstein, Technology Tools for Today
  • “Client data gathering and form filling are the least glamorous tasks that make up your workday, but the activities are essential to create financial plans with correct information. Fortunately, there are a few solutions that can significantly streamline the arduous data-gathering process.

    One product is PreciseFP, co-founded by Don Whalen and Sebastian Skwarek in 2008.“

    — Bill Winterberg, FPPad
  • “You can collect all of the data you need, including that which might go into a system through an integration, but also information that you normally wouldn’t get on a questionnaire that is in one of those [other] systems. I think that is the value of PreciseFP.”

    — Blane Warrene, The Digital Well
  • “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 on-boarding a new client and keeping a client’s financial information up to date.”
    — Deborah Fox, Fox Financial Planning Network
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