Jim Frazin, Communitas Financial Planning PBC - PreciseFP

Jim Frazin, 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.”

Start your free 7 day trial

Hassle-free data gathering

THE PRECISEFP BLOG

Ideas You Can Use

Stay updated with the latest insights, tips, and best practices for financial advisors on the PreciseFP blog.

Make Sure Your Client Forms are Pixel Perfect

Explore the industry-wide shift that did away with big stacks of paperwork and the role PreciseFP has played in facilitating e-signature capabilities nationwide.