PreciseFP Pricing Overview

edit

Free Trial

Enterprise

For businesses with +10 employees

Standard

$89.00

1 User Per Month

For small businesses and solo practitioners

Pay as you grow

PreciseFP has 2 pricing editions. A free trial of PreciseFP is also available. Look at different pricing editions below and see what edition and features meet your budget and needs.

Pricing information for PreciseFP is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase PreciseFP must be conducted with the seller.

Your monthly price automatically updates when you add extra users, teams, or account profiles.

Pricing information was last updated on October 10, 2024

Download complete pricing listDownload now

Top-Rated Alternatives

Salesforce Data Cloud

View All Alternatives

PreciseFP Alternatives Pricing

The following is a quick overview of editions offered by other Data Management Platforms (DMP)

Salesforce Data Cloud Consumption Credits	$500.00100000 Credits	List Price Data Services Segmentation & Activation
Simpli.fi Managed Service	Contact Us	Our team is an extension of your company as you tap into services such as: planning, activation, optimization, reporting, and analysis. Simpli.fi sets up and edits campaigns Campaigns are monitored and optimized by the Simpli.fi Client Success Team
Keboola Free Tier	FreeWith One-Time Purchase	Our Free Tier gives you 60 free computation minutes each month to explore, build, and prototype in Keboola. If you need more, you can manually or automatically top up your account with additional credits at $0.14 per minute. This plan is ideal for early exploration, data prototyping, and self-paced learning, giving you a full hands-on experience with Keboola’s core capabilities—risk-free. Transformations: SQL, Python, R, dbt, No-code, Data Science Scheduling & Triggers: Time-based or event-driven job automation Monitoring & Alerts: Jobs list, email & webhook notifications Data Connectors: 700+ Native Connectors Prototyping Tools: SQL editor & sandbox environments CLI & API Access: Full access SSO (Single Sign-On): Enabled Dynamic Backend: Extra small Snowflake/BigQuery backend Data Applications: Limited access Show More

Various alternatives pricing & plans

Free Trial

Pricing information for the above various PreciseFP alternatives is supplied by the respective software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase any of these products must be conducted with the seller.

PreciseFP Pricing Reviews

(2)

Verified User in Financial Services

Small-Business (50 or fewer emp.)

8/1/2024

"Easy to use and interactive for clients"

5/5

What do you like best about PreciseFP?

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. Review collected by and hosted on G2.com.

What do you dislike about PreciseFP?

I wish there was a way to know the client was finished, without relying on them to click finished, as a very small percentage of our clients actually click the finished button. Review collected by and hosted on G2.com.

Response from nora gallegos of PreciseFP

edit

Hello!

Thanks a bunch for your awesome review! 😊 We’re really happy to hear that PreciseFP has made your data gathering so much easier. It’s great to know that the interactive templates and customizable settings have helped you cut down on the back-and-forth with your clients.

We totally get your point about the “finished” button. What do you think about these options?

1. You can use our Form Template Translation option to reword 'Finish' entirely. I like to suggest 'Submit and Close', but the possibilities are endless and you can change much more than the 'Finish' button, if you want.

2. You can enable the 'Confirmation' option in the Themes editor located under 'Display Sections' and customize the confirmation message that will now pop up when someone clicks the 'Finish' button--if that's what the button still says.

Let us know what you think as we think about a permanent option.

If there’s anything else we can do to make your experience even better, just let us know. We’re always here to help!

Thanks again for your feedback!

Danielle S.

Certified Financial Planner and Founder

Small-Business (50 or fewer emp.)

12/17/2024

"A Must Have for My Practice"

4.5/5

What do you like best about PreciseFP?

It is extremely customizable so I can track all the pertinent information I need in a way that works for me. I use it for data gathering, onboarding, monitoring financial plans, document uploads, and I used to use it for client paperwork before moving to Altruist. It integrates well with many other software that I use, especially eMoney. Best of all is their customer support - they are amazing! Review collected by and hosted on G2.com.

What do you dislike about PreciseFP?

There aren't many good ways to get account balances into PreciseFP. I would like to have a single sign-on ability with eMoney to prevent too many client logins. The price isn't unreasonable but there are no discounts available other than through XYPN, even for paying annually versus monthly. It's almost a substitute for a CRM but not without task and workflow functions. Review collected by and hosted on G2.com.