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PreciseFP

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26 reviews
  • 1 profiles
  • 5 categories
Average star rating
4.3
#1 in 2 categories
Grid® leader
Serving customers since
2007
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PreciseFP Reviews

Review Filters
Profile Name
Star Rating
49
14
7
1
2
NP
Nicholas P.
08/07/2023
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Simplifying the vast need for paperwork in our industry

The most helpful part has been a support rep's immediate support and dedication to our Docupace. Their attentiveness and care for our systems is amazing
Craig M.
CM
Craig M.
Systems Support at cfd Investments
08/07/2023
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

BD Technical Support with Docupace Focus

The flexibility of the Docupace Platform, and that is highly customizable.
RR
Robert R.
08/02/2023
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

About

Contact

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

Year Founded
2007