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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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Quizell

4 reviews

Product Description

We are leaders at providing businesses of all niches with user-friendly quizzes for their websites.

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Star Rating

49
14
7
1
2

PreciseFP Reviews

Review Filters
Profile Name
Star Rating
49
14
7
1
2
Rachael B.
RB
Rachael B.
Helping newly single women get their finances back on track | Certified Financial Planner® | Certified Divorce Financial Analyst®
05/02/2023
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Excellent tool for solopreneurs looking to save time!

I love the automation capabilities. Being able to build out my processes and have forms and emails sent out automatically along the way saves so much time and creates a uniform experience.
JG
Jake G.
05/02/2023
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Love the security and the customization!

I love that I can feel good about the security of client information and build custom templates to fit my processes. They have great customer support and is available to live chat which makes troubleshooting simple.
RL
Roger L.
05/01/2023
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