--- 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: '2026-06-15' 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. Better than our CRM for Client Data **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 01, 2023 **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. **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! **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. ### 2. Can't Do Without Precise FP **Rating:** 5.0/5.0 stars **Reviewed by:** Phil B. | Wealth Manager, Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** January 31, 2025 **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. **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 **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. ### 3. A Must Have for My Practice **Rating:** 4.5/5.0 stars **Reviewed by:** Danielle S. | Certified Financial Planner and Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** December 17, 2024 **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! **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. **What problems is PreciseFP solving and how is that benefiting you?** Onboarding, client engagement, plan monitoring, data uploads, integrations. ### 4. Data collecting made easy **Rating:** 5.0/5.0 stars **Reviewed by:** Michelle K. | President; Investment Advisor Rep; CCO; Cert. Credit & Financial Health Counselor; Financial Coach, Financial Services, Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2024 **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. **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. **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. ### 5. Great Accessible and Easy to Use Tool! **Rating:** 4.5/5.0 stars **Reviewed by:** Mark L. | Partner - Financial Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** January 31, 2025 **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. **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. **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. ### 6. Data Gathering Becomes a Breeze **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 17, 2024 **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! **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. **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. ### 7. Highly Recommend for any Advisory Firm **Rating:** 5.0/5.0 stars **Reviewed by:** Rebecca L. | Director of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** December 17, 2024 **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! **What do you dislike about PreciseFP?** Nothing about PreciseFp more on the integration with Wealthbox. Wealthbox seems to have glitches. **What problems is PreciseFP solving and how is that benefiting you?** Data collection and engagement letter signing. ### 8. Streamlining infromation gathering for a growing small firm. **Rating:** 4.5/5.0 stars **Reviewed by:** John C. | Director of Client Relations & Technology, Small-Business (50 or fewer emp.) **Reviewed Date:** September 20, 2024 **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. **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. **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. **Official Response from nora gallegos:** > 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! ### 9. PreciseFP Efficiency **Rating:** 5.0/5.0 stars **Reviewed by:** Steve U. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** December 17, 2024 **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. **What do you dislike about PreciseFP?** Mapping fields. It took me a while to figure it out. **What problems is PreciseFP solving and how is that benefiting you?** Save me time during onboarding and gathering personal info. ### 10. Cornerstone of our Administrative operation **Rating:** 5.0/5.0 stars **Reviewed by:** Dale P. | Senior Operations Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** December 17, 2024 **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. **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. **What problems is PreciseFP solving and how is that benefiting you?** Less manual entry and more integration. ## 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/precisefp-review-10825899?section=pricing&secure%5Bexpires_at%5D=2026-07-02+03%3A48%3A54+-0500&secure%5Bsession_id%5D=36bfdf30-533e-48d5-aace-325fd560f0b7&secure%5Btoken%5D=d58a7d9320cfbaea604fd92785eb22c003c67a4821e86bbba1d04573f571b94f&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 Export Tools **Agentic AI - Data Management Platform (DMP)** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making **Data Analysis & Optimization** - Audience Segmentation - Recommendations - Standard Dashboards - Custom Reports **Platform** - Data Permissions - User, Role, and Access Management - Performance and Reliability - Enterprise Scalability - Internationalization ## 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 (293 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 (133 reviews)