Why Financial Advisors Trust PreciseFP - PreciseFP

Feed Your Tech Stack with Client Data Gathered

Spend More Time Building Client Relationships and Less on Administrative Tasks with PreciseFP

As a financial advisor, your focus should be on nurturing client relationships and driving business growth—not getting lost in endless data entry. PreciseFP, a tool tailored specifically for advisors by advisors, is here to jumpstart your prospect process and push that good, clean data to your software.

Integrate PreciseFP With the Financial Planning Software and Client Management Systems You Trust

PreciseFP easily integrates with the financial planning software and client management tools you already love. Your data stays fresh with every client interaction and updates automatically across all your platforms. Check out our full list of partners and integrations below—and stay tuned for even more coming your way!

Top Financial Advisors Choose PreciseFP

With a high satisfaction rating and ease of implementation, our platform delivers the data you need faster to achieve outstanding results.

See why PreciseFP is a leader on G2, boasting a 96% satisfaction rating and a 92% likelihood to recommend from financial advisors. Don’t just take our word for it—experience it firsthand!

Easy Intake - It's built for advisors, saves time, and integrates deeply with my CRM, Wealthbox CRM.
Steve C.
Love the security and the customization! I love that I can feel good about the security of client information and build custom templates to fit my processes. They have great customer support and is available to live chat which makes troubleshooting simple.
Jake G.

For Financial Advisors by Financial Advisors​

Efficiency, security, and engagement—all in one place.


Data elements that didn’t have to be manually captured or rekeyed


Financial planning hours saved

$ 0

Practice management dollars saved

KYC Compliance, Easily

Collect and automatically maintain all the data you need to be compliant with the Know-Your-Client (KYC) rule.

Emails That Look Like Your Own:​

Customize messages you send to clients at the template and engagement level. Even use macros to make content specific to each recipient.

Mobile Accessibility Automatically​

Access client data and manage communications on the go, ensuring you’re always connected and responsive.

Enhanced Client Communications

Utilize our suite of customizable templates to maintain consistent, personalized contact with clients.

Effortless Data Integration​

Automatically sync client information across platforms, reducing errors and saving time.

Ready to Get Started?

Create brand-new CRM records for prospects and update existing CRM records for clients in the blink of an eye, all with the power of PreciseFP.

Why Choose PreciseFP?

Time Efficiency

Advisors report saving hours each week, translating to more time for strategic client engagement.

Client Satisfaction

Accurate data handling and improved communication increases client trust and satisfaction.

Business Growth

Streamline your operations to focus on expanding your client base and services.

Isn't It Time You Did Client Data Gathering Differently?​

It’s Time to Try PreciseFP—Now Free for 14 Days.


Ideas You Can Use

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

Level Up Your Financial Advising Game

Understand what makes your clients comfortable (or uncomfortable) with financial risks with our how-to guide.