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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
MK
Michael K.
05/31/2023
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Makes my daily work easier

The ability to send a form via link and using the link for lead gen.
Jared T.
JT
Jared T.
President at Ascent Wealth Advisors, LLC // Building, Preserving, & Empowering Wealth // 40 Under 40 @InvestmentNews
05/31/2023
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Save my firm a ton of time!

The ability to send out one link and collect information from my clients. I love how it syncs easily to my CRM system so that I can easily see information about my clients.
Kevin B.
KB
Kevin B.
05/31/2023
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Perfect for simplifying and customizing the onboarding process

It's easy to customize templates and create a seamless digital experience. I especially like that I can embed my disclosure brochure and privacy policy much in my customize planning agreement

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