--- title: PreciseFP Reviews meta_title: 'PreciseFP Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 46 reviews by the users' company size, role or industry to find out how PreciseFP works for a business like yours. aggregate_rating: rating_value: 4.7 review_count: 46 scale: '5' date_modified: '2026-08-07' parent_category: name: Digital Advertising Tech url: https://www.g2.com/categories/digital-advertising-tech --- # PreciseFP Reviews **Vendor:** PreciseFP **Category:** [Data Management Platforms (DMP)](https://www.g2.com/categories/data-management-platform-dmp) **Average Rating:** 4.7/5.0 **Total Reviews:** 46 ## About PreciseFP PreciseFP is an automated, customizable data-gathering solution that helps Financial Advisors engage clients and gather critical data with ease. ## PreciseFP Reviews ### 1. Good software that makes streamlining new clients seemelss **Rating:** 4.0/5.0 stars **Reviewed by:** John I. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** December 17, 2024 **What do you like best about PreciseFP?** Integrations with my CRM. Clients type their information in, we export to CRM and I don't have to have my staff waste time on retyping information in. **What do you dislike about PreciseFP?** I wish the forms were a bit easier to edit after you publish **What problems is PreciseFP solving and how is that benefiting you?** Saving me time with my client onbaording and fact finding process. ### 2. Easy to use **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 31, 2025 **What do you like best about PreciseFP?** 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. **What do you dislike about PreciseFP?** The lack of automations for pushing data. **What problems is PreciseFP solving and how is that benefiting you?** How to efficiently gather data from clients and prospects. ### 3. Works Great for how we use it **Rating:** 3.5/5.0 stars **Reviewed by:** Kelsey H. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 31, 2023 **What do you like best about PreciseFP?** Easy to track status of Questionnaire's that we send out. Easy to create and modify the questionnaire as well. **What do you dislike about PreciseFP?** Import function could work better but that could also be on our end of things. **What problems is PreciseFP solving and how is that benefiting you?** We use this system to obtain personal information from our clients. It makes it easier for our clients to input/uploaded the needed Information into PreciseFP and then we can easily export it out. ### 4. Makes my daily work easier **Rating:** 4.0/5.0 stars **Reviewed by:** Michael K. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 31, 2023 **What do you like best about PreciseFP?** The ability to send a form via link and using the link for lead gen. **What do you dislike about PreciseFP?** I'd like to be able to review engagement forms from the client profile screen. **What problems is PreciseFP solving and how is that benefiting you?** PreciseFP helps me keep client data fresh without having to sit down through a data gathering meeting. ### 5. Excellent tool for solopreneurs looking to save time! **Rating:** 4.0/5.0 stars **Reviewed by:** Rachael B. | Financial Planner, Small-Business (50 or fewer emp.) **Reviewed Date:** May 01, 2023 **What do you like best about PreciseFP?** 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. **What do you dislike about PreciseFP?** I wish there were more options for customizing the design. My brand is very specific with colors and fonts, and PreciseFP was a little limited in the styling options. **What problems is PreciseFP solving and how is that benefiting you?** Having contracts, forms, data, etc. in different applications was clunky and made errors or forgotten steps more common. PreciseFP brought it all together to make it seamless and automated. ### 6. Easy Intake **Rating:** 4.0/5.0 stars **Reviewed by:** Steve C. | Founder and Lead Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** June 06, 2023 **What do you like best about PreciseFP?** It's built for advisors, saves time, and integrates deeply with my CRM, Wealthbox CRM. **What do you dislike about PreciseFP?** There is a bit of a learning curve to understand how the forms are built and all of the functionality available, but the support is great. **What problems is PreciseFP solving and how is that benefiting you?** Consistent intake process with clients - makes sure I have all the information that I need. Easily able to push the data over to my CRM (Wealthbox). ### 7. Short but sweet **Rating:** 4.0/5.0 stars **Reviewed by:** Lauren A. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 01, 2023 **What do you like best about PreciseFP?** I liked how easy it was to keep track of the clients as they opened and filled in forms. **What do you dislike about PreciseFP?** Preparing my own forms was a challange. It's not as user friendly as I'd hoped for. **What problems is PreciseFP solving and how is that benefiting you?** Precisse FP is solving my ability to customize forms and track client movement. ### 8. Very good data gathering tool... **Rating:** 4.0/5.0 stars **Reviewed by:** James R. | Chief Investment Officer, Investment Management, Small-Business (50 or fewer emp.) **Reviewed Date:** June 07, 2023 **What do you like best about PreciseFP?** Consistency of user interface for the end user. **What do you dislike about PreciseFP?** Overly complicated ways to set up data linkages and integrations with other applications. **What problems is PreciseFP solving and how is that benefiting you?** Allowed me to create data-gathering forms that extracted several digestible questionnaires for my clients. ### 9. Very good and customizable fact finder for financial planning **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 15, 2021 **What do you like best about PreciseFP?** The fact that you can create and send an online client questionnaire. Allows you to track the client's progress on the questionnaire. I haven't seen another product like it. Most of the client information imports directly into our planning software. **What do you dislike about PreciseFP?** The customization can be pretty clunky, especially in fields where there are calculations to be made. This is an area which could be greatly improved. **What problems is PreciseFP solving and how is that benefiting you?** The ability to automate and send client questionnaires to those clients who don/t necessarily want to aggregate outside accounts by providing user names and passwords for those accounts. It has streamlined the planning process. ## PreciseFP Discussions - [What is PreciseFP used for?](https://www.g2.com/discussions/what-is-precisefp-used-for) - 1 comment - [View PreciseFP pricing details and edition comparison](https://www.g2.com/products/precisefp/reviews?filters%5Bnps_score%5D%5B%5D=4§ion=pricing&secure%5Bexpires_at%5D=2026-08-09+20%3A06%3A37+-0500&secure%5Bsession_id%5D=9da61251-4fa8-4d26-8b44-9b6141ab0368&secure%5Btoken%5D=838d9527353f2f986054649f9be42469530fd248bf76637a1430726bf9d3b453&format=llm_user) ## PreciseFP Features **Data Integration** - 1st-Party Data Integration - 2nd-Party Data Integration - 3rd-Party Data Integration - Offline Data Integration - Mobile Data Integration - Data Import/Export - Collaboration Tools - Real-Time Data - Ad Network Integration **Agentic AI - Data Management Platform (DMP)** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making - Campaign Planning **Data Analysis & Optimization** - Audience Segmentation - Recommendations - Standard Dashboards - Custom Reports - Campaign Segmentation **Platform** - Data Permissions - User, Role, and Access Management - Performance and Reliability - Enterprise Scalability - Internationalization - Advertising Management - Performance Management - Campaign Management - Data Storage Management - Customer Experience Management **Additional Functionality** - Contact Database - AI Copilot - Data Migration - Engagement Tracking - Data Visualization - Audience Targeting - Data Capture and Transfer - Competitive Analysis - Generative AI - Reporting/Analytics - Data Synchronization - CRM - Content Library - Data Mapping - Customer Journey Mapping - API - SMS Marketing - Data Recovery - Drip Campaigns - Customer Database - Email Marketing - Data Profiling - Multi-Channel Marketing - Real-Time Analytics - Click Tracking - Behavior Tracking - Real-Time Reporting - Data Transformation - Multi-Campaign - A/B Testing - Campaign Analytics - Data Verification - Data Extraction - Behavioral Analytics - Multiple Data Sources - Reporting & Statistics - ROI Tracking - Predictive Analytics ## Top PreciseFP Alternatives - [Salesforce Data 360 (formerly Data Cloud)](https://www.g2.com/products/salesforce-data-360-formerly-data-cloud/reviews) - 4.3/5.0 (305 reviews) - [Simpli.fi](https://www.g2.com/products/simpli-fi/reviews) - 4.5/5.0 (153 reviews) - [Keboola](https://www.g2.com/products/keboola/reviews) - 4.6/5.0 (138 reviews)