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Still chasing down client data? Let PreciseFP handle it.

Manual forms. NIGO errors. Endless follow-ups. It's costing you time, trust, and growth. PreciseFP automates client data gathering — fully integrated with your tech stack.
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Credit card required. You won’t be charged for 14 days — and you can cancel anytime.

You’re doing everything right. So why does onboarding still feel like a mess?

Client forgets to submit driver license number
Someone always forgets a form
You’re double-entering the same info into multiple tools
Things fall through the cracks
Compliance comes back with a list of problems

You shouldn’t have to work this hard to collect a form.

Smarter Data Collection

Only the fields you need. Clients fill it out once. You’re not chasing them down or piecing together PDFs. You get clean data, fast and your onboarding moves.

Plays Nice With Your Stack

Connects to Redtail, Wealthbox, Docupace, Salesforce, and 30+ more. You stop copy/pasting between tools and start working like a real system.

Compliance-Ready, Always

Audit trails, secure storage, and the right fields for regulators. You don’t get blindsided by an audit — or spend Sunday fixing NIGO errors.
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Simple to send. Easy to fill. Done in minutes.

No setup calls. No learning curve. Just log in and start. Most advisors are up and running before their coffee gets cold.

Here’s what other advisors are saying:

"PreciseFP made it easy to customize forms, and I didn’t need to be a developer to do it. It was so user-friendly."
Sean Heney
  • Private Wealth Advisor, Partner
  • Suncrest Advisors
. . .that convenience of not having to enter client information again and again and again, when you're doing paperwork for the same client is just fantastic, having all of that integrated just from a servicing standpoint, is fantastic. So that's our primary use of it, and I couldn't think more highly of it. It's just fantastic.
Andria Stubbs
To anyone considering PreciseFP as a solution, just go ahead and jump in with both feet.
Andy Pike, CLU®, CKA®
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.
Nate Baim
  • Pursuit Planning and Investments, LLC
PreciseFP is a secure, user-friendly way to gather all kinds of pertinent information and data from prospects and new clients.
Carol Worsham
  • Abound Wealth Management
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.
Luke Baumgarten
  • Harvest Investment Services

Try it. You’ll know in a day if it’s worth it.

Most advisors know by the second client they send it to. There’s no contracts. Cancel anytime.
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Free Trial FAQs

Why do you need my credit card?

It helps us prevent abuse of the system and deliver a seamless upgrade if you decide to continue. You won’t be charged unless you stay past the trial.

Yes. One click in your settings and you’re out. No emails or phone calls required.

Most advisors are up and running in less than 30 minutes — with templates ready to go.

Yes — PreciseFP integrates with Redtail, Wealthbox, Docupace, Salesforce, MoneyGuidePro, eMoney, and many more. See our integrations page for more info.

You’ll get a reminder before your 14 days are up. If you decide to stay, billing starts automatically. If not, cancel with one click — no hard feelings.

Both. Many advisors use it to update existing client data annually as well as onboard new clients faster.

Yes. PreciseFP uses 256-bit SSL encryption, encrypts data at rest, and limits access to only those you authorize. Our development team cannot access your client data, and support can only assist with your explicit permission. Data is housed in highly secure U.S.-based facilities with military-grade protection. See our security page for more info.

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You're one click away from easier onboarding.

Start your 14-day free trial today and see the difference PreciseFP makes.
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