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PreciseFP Reviews & Product Details

PreciseFP is an automated, customizable data-gathering solution that helps Financial Advisors engage clients and gather critical data with ease.

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PreciseFP

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PreciseFP Community

Product Description

PreciseFP is a client engagement and data-gathering platform designed to streamline the workflows of financial advisors. By automating data collection and eliminating manual entry, it enhances operational efficiency, allowing advisors to focus more on client relationships and financial strategies. The platform offers tools for risk tolerance assessments, workflow automation, KYC compliance, and seamless client data transfers. It integrates with leading CRMs like Redtail, Wealthbox, and Salesforce, as well as financial planning software such as eMoney, MoneyGuidePro, and Asset-Map. This comprehensive suite enables firms to evaluate prospective clients swiftly, onboard new clients smoothly, engage existing clients regularly, and maintain up-to-date customer profiles across all tools effortlessly. Key Features and Functionality: - Digital Fact Finders: Customizable, guided data-gathering forms that simplify the collection of client information. - Automated Workflows: Streamline client journeys and reduce administrative tasks through automation. - Prospect Management: Utilize ready-to-use, customizable contact forms, lead magnets, surveys, and quizzes to manage prospects effectively. - Template Library: Access an extensive library of customizable client engagement templates to enhance interactions. - Integrations: Seamlessly connect with over 30 leading CRMs and financial planning tools, ensuring data consistency across platforms. Primary Value and Solutions Provided: PreciseFP addresses the inefficiencies associated with manual data entry in financial advisory practices. By digitizing the client engagement process, it allows advisors to allocate more time to client meetings, financial planning, and business growth. The platform's automation capabilities reduce administrative burdens, while its integrations ensure that client data is consistently updated across all tools. This leads to improved client experiences, enhanced compliance, and increased operational efficiency for financial advisory firms.

Overview by

Ashley Treangen

Pricing

Pricing provided by PreciseFP.

Enterprise

Standard

$89.00

1 User Per Month

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Top-Rated Alternatives

Salesforce Data Cloud

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PreciseFP Integrations

(9)

Integration information sourced from real user reviews.

PreciseFP Media

A Sample Profile

Our Template Editor

Our Forms Libary

A Sample Form

Our PDF Library

G2 reviews are authentic and verified.

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Emily H.

Small-Business (50 or fewer emp.)

6/2/2023

"Takes some time to learn but seems to be a great product so far"

4.5/5

What do you like best about PreciseFP?

Templates are fully custom, integrates with our CRM to easily send engagements to clients, and the customer support is top notch Review collected by and hosted on G2.com.

What do you dislike about PreciseFP?

Creating a template is very challenging in the beginning. The billing system can also be a little confusing. Review collected by and hosted on G2.com.

Michael K.

Founder & Financial Planner

Small-Business (50 or fewer emp.)

5/31/2023

"Great product with a ton of flexibility."

5/5

What do you like best about PreciseFP?

I enjoy the flexibility of building dynamic forms all within a secure platform Review collected by and hosted on G2.com.

What do you dislike about PreciseFP?

I wish there was a bit more flexibility around formatting of the text and color schemes. Review collected by and hosted on G2.com.

John-Mark Y.

Dave Ramsey’s Smartvestor Professional

Small-Business (50 or fewer emp.)

6/2/2023

"Improved Advisor Efficiency"

5/5

What do you like best about PreciseFP?

This program provides us with a professional system that collects and distributes data amongst our entire tech stack. I wouldn't operate without PreciseFP Review collected by and hosted on G2.com.

What do you dislike about PreciseFP?

Doesn't sync with Orion which is our newest and largest tech Review collected by and hosted on G2.com.

Michael K.

Small-Business (50 or fewer emp.)

5/31/2023

"Makes my daily work easier"

4/5

What do you like best about PreciseFP?

The ability to send a form via link and using the link for lead gen. Review collected by and hosted on G2.com.

What do you dislike about PreciseFP?

I'd like to be able to review engagement forms from the client profile screen. Review collected by and hosted on G2.com.

Rachael B.

Financial Planner

Small-Business (50 or fewer emp.)

5/1/2023

"Excellent tool for solopreneurs looking to save time!"

4/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Ed T.

Small-Business (50 or fewer emp.)

5/31/2023

"Great small firm integration"

5/5

What do you like best about PreciseFP?

This software helps integrate both automated and "by-hand" forms based on the age of the clients and comfort with automation. Review collected by and hosted on G2.com.

What do you dislike about PreciseFP?

Have found no downside. Have no dislike. Review collected by and hosted on G2.com.

Grant M.

Contractor

Small-Business (50 or fewer emp.)

5/31/2023

"Great Resource For a Growing Business"

4.5/5

What do you like best about PreciseFP?

The integrations within PreciseFP are a life saver for our business. Seamless. Review collected by and hosted on G2.com.

What do you dislike about PreciseFP?

It does not have a rightcapital integration. Review collected by and hosted on G2.com.

Response from Ashley Treangen of PreciseFP

edit

Hi Grant! I am excited to tell you that PreciseFP is now integrated with RightCapital. Read more about our recent announcement.

See how PreciseFP improved

Steve C.

Founder and Lead Advisor

Small-Business (50 or fewer emp.)

6/6/2023

"Easy Intake"

4/5

What do you like best about PreciseFP?

It's built for advisors, saves time, and integrates deeply with my CRM, Wealthbox CRM. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Roger L.

Small-Business (50 or fewer emp.)

5/1/2023

"Best data gathering platform in the industry and great integrations"

5/5

What do you like best about PreciseFP?

I like the visionary leadership of Don Whalen the most Review collected by and hosted on G2.com.

What do you dislike about PreciseFP?

No downsides worth mentioning concerning PreciseFP Review collected by and hosted on G2.com.

Lauren A.

Small-Business (50 or fewer emp.)

6/1/2023

"Short but sweet"

4/5

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. Review collected by and hosted on G2.com.

What do you dislike about PreciseFP?

Preparing my own forms was a challange. It's not as user friendly as I'd hoped for. Review collected by and hosted on G2.com.

Pricing Options

Pricing provided by PreciseFP.

Enterprise

Standard

$89.00

1 User Per Month

View More Pricing Information

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

Categories on G2

Data Management Platform (DMP)

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4.7 out of 5 stars

PreciseFP Reviews & Product Details

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PreciseFP Reviews (46)

PreciseFP Reviews (46)

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