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!
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
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.
