The best parts of PreciseFP is the pure customibility of the software. Being able to also have high security for compliance is a big factor as well.The customer support within the chat is extremely helpful from simple to extremely complex issues. We utilize PreciseFP on every client due to the helpful web address directly to the client login. The integrations are helpful for pushing a lot of information and data over to our CRM, Wealthbox and keeps everything up to date and uniform.

Excellent integration capabiltiies with financial planning softwares and CRMs Can be used with automation products such as Zapier

PreciseFP makes data gathering for financial plans a breeze. For some clients a huge data gathering form can be overwhelming so we found that many clients were skipping information that they didnt think was necessary to provide. With PreciseFP we have been able to design our data gathering template to be interactive for the client. We choose to display less questions as the client starts the plan, but with special settings PFP provides we were able to make more questions appear depending on their answers to previous questions. We are able to easily identify for clients which sections are mandatory for them to answer, and this feature has significantly cut down the amount of back and forth time we spent gathering necessary information for clients plans.