--- 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 & Product Details Claimed ###### Profile Status This profile is currently managed by PreciseFP but has limited features. Are you part of the PreciseFP team? [Upgrade your plan](https://my.g2.com/precisefp/upgrade?utm_campaign=s3&utm_medium=claim-popup&utm_source=g2) to enhance your branding and engage with visitors to your profile! PreciseFP is an automated, customizable data-gathering solution that helps Financial Advisors engage clients and gather critical data with ease. * * * Seller [PreciseFP](https://www.g2.com/sellers/precisefp) Discussions [PreciseFP Community](https://www.g2.com/products/precisefp/discuss) Solution Type Best-of-Breed Overview by Ashley Treangen Show More ## Pricing Pricing provided by PreciseFP. ### Enterprise Contact Us ### Standard $89.00 1 User Per Month [ View More Pricing Information ](https://www.g2.com/products/precisefp/pricing) ## Top-Rated Alternatives [ ![Salesforce Data 360 (formerly Data Cloud)](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Salesforce Data 360 (formerly Data Cloud)") Salesforce Data 360 (formerly Data Cloud) 4.3/5(319) ](https://www.g2.com/products/salesforce-data-360-formerly-data-cloud/reviews) [ ![Simpli.fi](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Simpli.fi") Simpli.fi 4.5/5(154) ](https://www.g2.com/products/simpli-fi/reviews) [ ![Keboola](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Keboola") Keboola 4.6/5(142) ](https://www.g2.com/products/keboola/reviews) [ View All Alternatives ](https://www.g2.com/products/precisefp/competitors/alternatives) ## User Insights Average based on 46 real user reviews. Implementation Time 1 month Typical contract price $0k - $0k [Sign in to view](/login) Per Month [Log in to unlock pricing and user insights](/login) ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF Verified User in Financial Services Small-Business (50 or fewer emp.) 6/1/2023 "Better than our CRM for Client Data" 5/5 What do you like best about PreciseFP? PreciseFP makes it easy for us to reach out to our clients to grab information, whether it's typical fact-finding or a completely customized questionnaire. On top of that, it does a better job than a lot of CRM options for showing me a client's total picture. Review collected by and hosted on G2.com. What do you dislike about PreciseFP? All we need is even more ways to access and manipulate data! Since I'm a total data nerd, I run into this situation with all of our tech stack. I realize that the more sophisticated you make a piece of software, the more training is required for responsible use, and the more things can break, but I sure wish there was a way for "power users" to dig even deeper! Review collected by and hosted on G2.com. What problems is PreciseFP solving and how is that benefiting you? PreciseFP creates a complete, sophisticated and repeatable process for all of our advisors to gather data from their clients. It removes concerns around client software compatibility and makes it easy to understand where a client may be in the onboarding pipeline. Review collected by and hosted on G2.com. Show More 2/11/2025 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Phil B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Phil B.") PB Phil B. Wealth Manager, Partner Small-Business (50 or fewer emp.) 1/31/2025 "Can't Do Without Precise FP" 5/5 What do you like best about PreciseFP? Precise FP integrates with my CRM and makes uploading new client information I breeze. Integrates with other components of my text stack as well and automates 80% of my Initial client integration. My clients also find Precise FP very easy and intuitive to use when they enter their information. Review collected by and hosted on G2.com. What do you dislike about PreciseFP? Sometimes, precise FP doesn't have the forms that would be helpful to use in my business. However, Precise FP is always open for suggestions for new worksheets and forms Review collected by and hosted on G2.com. What problems is PreciseFP solving and how is that benefiting you? Initial client onboarding becomes“hands off” by having clients complete the worksheets and forms which are then immediately uploaded to our CRM. It frees up staff time in data entry that is handled more efficiently with the Precise FP program. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Danielle S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Danielle S.") DS 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. What problems is PreciseFP solving and how is that benefiting you? Onboarding, client engagement, plan monitoring, data uploads, integrations. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Michelle K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Michelle K.") MK Michelle K. President; Investment Advisor Rep; CCO; Cert. Credit & Financial Health Counselor; Financial Coach Financial Services Small-Business (50 or fewer emp.) 12/19/2024 "Data collecting made easy" 5/5 What do you like best about PreciseFP? 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. Review collected by and hosted on G2.com. What do you dislike about PreciseFP? There are a few limitations to the formating, which does make the form look a bit off when using the conditional formating option. For example, only show box 2 if box 1 is answered with "yes". If box 1 responds with "no", then there is a gab between box 1 and 3. Review collected by and hosted on G2.com. What problems is PreciseFP solving and how is that benefiting you? Being able to send a form out prior to a meeting to collect the information we need better helps us prepare for the meeting. We have found a good amount of information being added to the form that the client never mentioned. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Mark L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mark L.") ML Mark L. Partner - Financial Advisor Small-Business (50 or fewer emp.) 1/31/2025 "Great Accessible and Easy to Use Tool!" 4.5/5 What do you like best about PreciseFP? PreciseFP is easy to use and syncs well with our CRM. It makes activities like data gathering and risk tolerence questionnaires quick and easy. Review collected by and hosted on G2.com. What do you dislike about PreciseFP? Using a custom form, or customizing a template, has a bit of a learning curve and can be frustrating. Review collected by and hosted on G2.com. What problems is PreciseFP solving and how is that benefiting you? PreciseFP allows me to easily gather data from clients and prospects on their timetable so that I don't have to be on the phone with them or sit in front of them asking questions. It saves time for both myself and my clients. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF Verified User in Financial Services Small-Business (50 or fewer emp.) 12/17/2024 "Data Gathering Becomes a Breeze" 5/5 What do you like best about PreciseFP? PreciseFP is great at streamlining by data gathering for your needs. It is highly customizable, has enhanced security and best of all the customer service can't be matched anywhere - truly! Review collected by and hosted on G2.com. What do you dislike about PreciseFP? The only thing is to become truly proficient on the setup can take a bit of learning but once you grasp how to use things it has all the functionality you could possibly need. Review collected by and hosted on G2.com. What problems is PreciseFP solving and how is that benefiting you? Working I the financial industry we need to be able to gather client information constantly. PreciseFP offers that ability along with version control and the confidence of knowning the personal information is secure. Review collected by and hosted on G2.com. Show More 1/31/2025 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Rebecca L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rebecca L.") RL Rebecca L. Director of Operations Small-Business (50 or fewer emp.) 12/17/2024 "Highly Recommend for any Advisory Firm" 5/5 What do you like best about PreciseFP? 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! Review collected by and hosted on G2.com. What do you dislike about PreciseFP? Nothing about PreciseFp more on the integration with Wealthbox. Wealthbox seems to have glitches. Review collected by and hosted on G2.com. What problems is PreciseFP solving and how is that benefiting you? Data collection and engagement letter signing. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller JC John C. Director of Client Relations & Technology Small-Business (50 or fewer emp.) 9/20/2024 "Streamlining infromation gathering for a growing small firm." 4.5/5 What do you like best about PreciseFP? 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. Review collected by and hosted on G2.com. What do you dislike about PreciseFP? The implementation of PreciseFP has taken a while to see where it fits into our practice but, we were able to implement it into our practice and find where it is most optimally used, but was very difficult due to its customizable features. It is a quite complex so it will take someone with a some IT knowledge to set it up which can hender the ease of use within the firm but with some time and practice, anyone can easily learn it. Review collected by and hosted on G2.com. What problems is PreciseFP solving and how is that benefiting you? PreciseFP is solving the inconsistant data and creating a basis of data for our financial planning services as well. Review collected by and hosted on G2.com. Show More Response from nora gallegos of PreciseFP [Editedit](https://www.g2.com/survey_responses/precisefp-review-10280067/official_response/edit) Hi, John! Thank you so much for your thoughtful and detailed review! We’re thrilled to hear that the customizability, security features, and customer support have been valuable for your firm’s growing needs. It’s great to know that PreciseFP has become an essential tool for client interactions, especially with the seamless integrations into Wealthbox and your CRM to keep everything up-to-date and uniform. We’re continually working to make the implementation process easier and are always here to help as you fine-tune its use within your practice. Thank you again for sharing your experience—we appreciate your feedback and look forward to continuing to support your firm’s success! Validated ReviewerSource: G2 invite on behalf of seller ![Steve U.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Steve U.") SU Steve U. Owner Small-Business (50 or fewer emp.) 12/17/2024 "PreciseFP Efficiency" 5/5 What do you like best about PreciseFP? It integrates well with other software, which makes it easy to gather information and update my CRM. The templates are great starters and easy to modify. I like the ability to create your forms. It makes the client's journey much easier during the onboarding process. Review collected by and hosted on G2.com. What do you dislike about PreciseFP? Mapping fields. It took me a while to figure it out. Review collected by and hosted on G2.com. What problems is PreciseFP solving and how is that benefiting you? Save me time during onboarding and gathering personal info. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Dale P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Dale P.") DP Dale P. Senior Operations Analyst Small-Business (50 or fewer emp.) 12/17/2024 "Cornerstone of our Administrative operation" 5/5 What do you like best about PreciseFP? PFP has been a cornerstone of our operation for the last 6 years. The amount of time we saved by utilizing this tool paid for itself within the first month. The support staff is incredibly knowledgeable. Review collected by and hosted on G2.com. What do you dislike about PreciseFP? The integrations fall off regularly, such as connections to eMoney and need to be re-established to continue using some of the exporting/improting features. Review collected by and hosted on G2.com. What problems is PreciseFP solving and how is that benefiting you? Less manual entry and more integration. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ## Questions about PreciseFP? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about PreciseFP ](https://www.g2.com/products/precisefp/discussions/new) GU Guest User • Last activity about 3 years ago What is PreciseFP used for? 0 Upvotes 1 [ Join the conversation ](https://www.g2.com/discussions/what-is-precisefp-used-for) [ View all Discussions ](https://www.g2.com/products/precisefp/discuss) ## Pricing Options Pricing provided by PreciseFP. ### Enterprise Contact Us ### Standard $89.00 1 User Per Month [ View More Pricing Information ](https://www.g2.com/products/precisefp/pricing) ##### ##### PreciseFP Features Data Integration 1st-Party Data Integration 2nd-Party Data Integration 3rd-Party Data Integration Data Analysis & Optimization Audience Segmentation Recommendations Standard Dashboards Platform Data Permissions User, Role, and Access Management Performance and Reliability [ View More Features ](https://www.g2.com/products/precisefp/features) ##### Categories on G2 [Data Management Platform (DMP)](https://www.g2.com/categories/data-management-platform-dmp) ##### Explore More [Best-in-class EOR software for mobile app developers](https://www.g2.com/discussions/best-in-class-eor-software-for-mobile-app-developers)[Is there a sales training platform that actually works for a 10 to 30 person sales team that cannot afford a full enterprise learning suite but needs more than YouTube?](https://www.g2.com/discussions/is-there-a-sales-training-platform-that-actually-works-for-a-10-to-30-person-sales-team-that-cannot-afford-a-full-enterprise-learning-suite-but-needs-more-than-youtube%20)[Best audit management software for small businesses](https://www.g2.com/discussions/what-s-the-best-audit-management-software-for-small-businesses) [Which paid search intelligence tools are best for competitive keyword analysis and building a bidding strategy that goes beyond what Google's own planner shows?](https://www.g2.com/discussions/which-paid-search-intelligence-tools-are-best-for-competitive-keyword-analysis-and-building-a-bidding-strategy-that-goes-beyond-what-google-s-own-planner-shows)[Dynamics 365 Guides vs TeamViewer Frontline for enterprise AR training: which AR training simulator platform is worth the deployment effort for a large organisation?](https://www.g2.com/discussions/dynamics-365-guides-vs-teamviewer-frontline-for-enterprise-ar-training-which-ar-training-simulator-platform-is-worth-the-deployment-effort-for-a-large-organisation)[Infor LN vs Infor SyteLine for an engineer-to-order manufacturer: which is worth the implementation investment?](https://www.g2.com/discussions/epicor-vs-syspro-vs-infor-cloudsuite-industrial-for-an-engineer-to-order-manufacturer-which-is-worth-the-implementation-investment) [Show MoreShow Less](javascript:void(0);)