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PreciseFP

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26 Bewertungen
  • 1 Profile
  • 5 Kategorien
Durchschnittliche Sternebewertung
4.3
#1 in 2 Kategorien
Grid®-Führer
Betreut Kunden seit
2007
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Brenton H.
BH
Brenton H.
02/11/2025
Bestätigter Bewerter
Verifizierter aktueller Benutzer
Bewertungsquelle: G2-Einladung im Namen des Verkäufers
Anreizbasierte Bewertung

Brenton Harrison

Securely gathering the client information I need to open investment accounts and track cashflow over time
DG
Dan G.
02/11/2025
Bestätigter Bewerter
Bewertungsquelle: G2-Einladung im Namen des Verkäufers
Anreizbasierte Bewertung

Data Gathering Accelerator

It is highly configurable, allowing you to align your data gathering with your business processes. It is easy to use for both Advisors and Clients. They have Great Customer Support. There are Strong Data and Document integration options.
Tony P.
TP
Tony P.
02/11/2025
Bestätigter Bewerter
Verifizierter aktueller Benutzer
Bewertungsquelle: G2-Einladung im Namen des Verkäufers
Anreizbasierte Bewertung

Better than our CRM for Client Data

PreciseFP makes it easy for us to reach out to our clients to grab information, whether it's typical fact-finding or a completely customized questionnaire. On top of that, it does a better job than a lot of CRM options for showing me a client's total picture.

About

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HQ Location:
Holmdel, New Jersey

Social

@precisefp

What is PreciseFP?

PreciseFP is a technology company that specializes in financial data collection and client engagement solutions. Their platform offers tools for financial professionals to streamline the process of gathering client information, enhancing communication, and ensuring compliance. By providing customizable client data forms and secure document sharing, PreciseFP aims to improve the efficiency of financial planning and advisory practices. For more information, visit their website at https://precisefp.com/.

Details

Gründungsjahr
2007