Product Avatar Image

PreciseFP

Show rating breakdown
26 reviews
  • 1 profiles
  • 5 categories
Average star rating
4.3
#1 in 2 categories
Grid® leader
Serving customers since
2007
Profile Type
Category

All Profiles

Profile Filters
Profile Type
Category

Profile Name

Star Rating

49
14
7
1
2

PreciseFP Reviews

Review Filters
Profile Name
Star Rating
49
14
7
1
2
KH
Kelsey H.
05/31/2023
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Works Great for how we use it

Easy to track status of Questionnaire's that we send out. Easy to create and modify the questionnaire as well.
BL
Brian L.
05/31/2023
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

PreciseFP review

integrations with CRMs, customizability, company specific branding, single signon for many small companies
MH
Mike H.
05/31/2023
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Efficient Tool

Being able to create a form that can be pushed out electronically to prospects and existing clients has been a huge time-saving and efficiency boost to my practice. The old days of sending out paper forms are over. The ability to customize the form and make quick changes is invaluable.

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