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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
JU
John U.
01/31/2025
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Easy to use

The software makes it very easy to gather data and other items such as tax returns from clients and prospective clients. With the amount of integrations available, one click and data is uploaded to other areas of my tech stack.
Nelson M.
NM
Nelson M.
Seasoned Insurance Professional | Life, Disability, Health, and Long-Term Care Insurance ★ 310-459-8692
01/31/2025
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Excellent tool for collecting information from respondents.

Easy to customize and use. Flexible forproperties. Superb help function.
GM
Gary M.
01/31/2025
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

I have utilized PreciseFP for 7 years.

PreciseFP is a great way to enable clients to complete a questionnaire that links to MoneyGuidePro - easily & securely.

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