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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

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Profile Name
Star Rating
49
14
7
1
2
KH
Kent H.
06/02/2023
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

One of a few "go to" tools for our practice.

It is a great tool for helping clients, fellow professionals, and COIs understand important concepts. It also helps us to keep clients on track and building toward their goals.
John-Mark Y.
JY
John-Mark Y.
Dave Ramsey’s Smartvestor Professional at Whitaker-Myers Wealth Managers
06/02/2023
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Improved Advisor Efficiency

This program provides us with a professional system that collects and distributes data amongst our entire tech stack. I wouldn't operate without PreciseFP
Michael K.
MK
Michael K.
06/02/2023
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Great product with a ton of flexibility.

I enjoy the flexibility of building dynamic forms all within a secure platform

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