PreciseFP Reviews & Product Details

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. Review collected by and hosted on G2.com.

All we need is even more ways to access and manipulate data! Since I'm a total data nerd, I run into this situation with all of our tech stack. I realize that the more sophisticated you make a piece of software, the more training is required for responsible use, and the more things can break, but I sure wish there was a way for "power users" to dig even deeper! Review collected by and hosted on G2.com.

Precise FP integrates with my CRM and makes uploading new client information I breeze. Integrates with other components of my text stack as well and automates 80% of my Initial client integration.

My clients also find Precise FP very easy and intuitive to use when they enter their information. Review collected by and hosted on G2.com.

Sometimes, precise FP doesn't have the forms that would be helpful to use in my business. However, Precise FP is always open for suggestions for new worksheets and forms Review collected by and hosted on G2.com.

It is extremely customizable so I can track all the pertinent information I need in a way that works for me. I use it for data gathering, onboarding, monitoring financial plans, document uploads, and I used to use it for client paperwork before moving to Altruist. It integrates well with many other software that I use, especially eMoney. Best of all is their customer support - they are amazing! Review collected by and hosted on G2.com.

There aren't many good ways to get account balances into PreciseFP. I would like to have a single sign-on ability with eMoney to prevent too many client logins. The price isn't unreasonable but there are no discounts available other than through XYPN, even for paying annually versus monthly. It's almost a substitute for a CRM but not without task and workflow functions. Review collected by and hosted on G2.com.

Being able to customize the forms and collect only the data I need is really nice. Having it integrated with my CRM is even better. Review collected by and hosted on G2.com.

There are a few limitations to the formating, which does make the form look a bit off when using the conditional formating option. For example, only show box 2 if box 1 is answered with "yes". If box 1 responds with "no", then there is a gab between box 1 and 3. Review collected by and hosted on G2.com.

PreciseFP is easy to use and syncs well with our CRM. It makes activities like data gathering and risk tolerence questionnaires quick and easy. Review collected by and hosted on G2.com.

Using a custom form, or customizing a template, has a bit of a learning curve and can be frustrating. Review collected by and hosted on G2.com.

PreciseFP is great at streamlining by data gathering for your needs. It is highly customizable, has enhanced security and best of all the customer service can't be matched anywhere - truly! Review collected by and hosted on G2.com.

The only thing is to become truly proficient on the setup can take a bit of learning but once you grasp how to use things it has all the functionality you could possibly need. Review collected by and hosted on G2.com.

PreciseFP is an excellent tool for streamlining the financial planning process. It simplifies client data collection with customizable questionnaires and integrates seamlessly with other financial planning software. The user-friendly interface, automation features, and secure data handling make it a top choice for financial professionals seeking efficiency and accuracy. Highly recommended for any advisor looking to enhance their client experience! Review collected by and hosted on G2.com.

Nothing about PreciseFp more on the integration with Wealthbox. Wealthbox seems to have glitches. Review collected by and hosted on G2.com.

The best parts of PreciseFP is the pure customibility of the software. Being able to also have high security for compliance is a big factor as well.The customer support within the chat is extremely helpful from simple to extremely complex issues. We utilize PreciseFP on every client due to the helpful web address directly to the client login. The integrations are helpful for pushing a lot of information and data over to our CRM, Wealthbox and keeps everything up to date and uniform. Review collected by and hosted on G2.com.

The implementation of PreciseFP has taken a while to see where it fits into our practice but, we were able to implement it into our practice and find where it is most optimally used, but was very difficult due to its customizable features. It is a quite complex so it will take someone with a some IT knowledge to set it up which can hender the ease of use within the firm but with some time and practice, anyone can easily learn it. Review collected by and hosted on G2.com.

It integrates well with other software, which makes it easy to gather information and update my CRM. The templates are great starters and easy to modify. I like the ability to create your forms. It makes the client's journey much easier during the onboarding process. Review collected by and hosted on G2.com.

Mapping fields. It took me a while to figure it out. Review collected by and hosted on G2.com.

PFP has been a cornerstone of our operation for the last 6 years. The amount of time we saved by utilizing this tool paid for itself within the first month. The support staff is incredibly knowledgeable. Review collected by and hosted on G2.com.

The integrations fall off regularly, such as connections to eMoney and need to be re-established to continue using some of the exporting/improting features. Review collected by and hosted on G2.com.