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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
Michelle K.
MK
Michelle K.
President; Investment Advisor Rep; CCO; Cert. Credit & Financial Counselor; Financial Coach & Financial Storyteller
12/19/2024
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Data collecting made easy

Being able to customize the forms and collect only the data I need is really nice. Having it integrated with my CRM is even better.
James N.
JN
James N.
Digital Marketing Team Lead at Financial Independence Group
12/17/2024
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Excellent customer service!

The support team is quick to respond and is extremely helpful!
Rebecca L.
RL
Rebecca L.
Director of Operations, Investment Operations
12/17/2024
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Highly Recommend for any Advisory Firm

PreciseFP is an excellent tool for streamlining the financial planning process. It simplifies client data collection with customizable questionnaires and integrates seamlessly with other financial planning software. The user-friendly interface, automation features, and secure data handling make it a top choice for financial professionals seeking efficiency and accuracy. Highly recommended for any advisor looking to enhance their client experience!

About

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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