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Our awesome features

We believe in empowering human fiduciaries through deeper client engagement
and a more holistic understanding of clients' wants, needs, and desires.

Client Profile

Your time is precious. That’s why we created an easy-to-use client profile where you can track all activities and operations, neatly organized in a timeline. Client data is stored in easy-to-read, customizable sections that even allow you to track each field’s revision history.

Electronic Signatures

PreciseFP lets you include e-signature fields so that your clients can electronically sign forms. Never again ask your clients to print, sign, scan and return documents that you need signed. With form e-signatures, you can create advisory agreements, letters of authorization, and other advisory-related documents and send them pre-filled for your clients to sign.

Form Editor

PreciseFP comes with a state-of-the-art forms editor that is both powerful and easy-to-use. It allows you to create pages with custom fields, images, or even embedded videos, right within your form. To simplify and speed up the form creation process, you can copy forms, form pages, elements, and fields from other forms. You can preview your forms on different screen sizes such as a mobile phone, tablet or desktop to make sure your form will look fantastic on any device!

Upload & Store Documents

Document upload widgets allow you to collect copies of driver’s licenses, account statements, insurance policies, estate planning documents, and more. There is no need to make separate requests for these important documents. By placing upload widgets directly within your forms, clients can securely attach the supporting documents you need.


We go to great lengths to secure your clients’ data. Data encryption is just one of the many important measures we take. First, our server base is not openly accessible to the outside world. To gain access, we (internally) need to go through a number of servers with multiple security layers. Second, we encrypt any attachments that your clients send along with their forms. Third, Encrypted data is not visible when sent to clients in pre-filled forms. A form is filled with client data only after the client enters the required credentials.

Lead Generation

PreciseFP includes the necessary tools to increase your lead-to-client conversion rate. You are able to engage your clients and visitors on segmented topics to determine if the lead is a good fit for your firm. Captured leads are created automatically as prospects within PreciseFP and all data collected through the engagement form is securely stored in a new prospect profile.

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

contact us

Contact details

2650 Holcomb Bridge Road,
Suite 120,
Alpharetta GA 30022