I love that I can feel good about the security of client information and build custom templates to fit my processes. They have great customer support and is available to live chat which makes troubleshooting simple. Review collected by and hosted on G2.com.

It is a little annoying to login every time with two factor authentication... but that is the best way to keep the account secure so I don't mind it. It is a high cost, but worth it. Review collected by and hosted on G2.com.

Being able to create a form that can be pushed out electronically to prospects and existing clients has been a huge time-saving and efficiency boost to my practice. The old days of sending out paper forms are over. The ability to customize the form and make quick changes is invaluable. Review collected by and hosted on G2.com.

To be honest, I really haven;t found any downsides yet. Review collected by and hosted on G2.com.

Being able to customize data collection forms, have the data populate pdfs; export to our CRM and financial planning software. We appreciate the automatic email reminders to clients until forms are completed.

We love the online chat support, there is always someone there to help us at the time we need it! Review collected by and hosted on G2.com.

Only downside is not having more time to implement more functionality! Review collected by and hosted on G2.com.

It's easy to customize templates and create a seamless digital experience. I especially like that I can embed my disclosure brochure and privacy policy much in my customize planning agreement Review collected by and hosted on G2.com.

Only thing that annoys me is when a prospect reaches out but they never already interacted with another advisor who uses this software. It ain't let me add them to this software on my end because it will say their email is already in use. So I have to explain this to them and hope they have a different email address they can use Review collected by and hosted on G2.com.

The ability to send out one link and collect information from my clients. I love how it syncs easily to my CRM system so that I can easily see information about my clients. Review collected by and hosted on G2.com.

Overall, I like the design, but I feel like it could be streamlined to look and feel more modern like a Typeform. Review collected by and hosted on G2.com.

Easy to track status of Questionnaire's that we send out. Easy to create and modify the questionnaire as well. Review collected by and hosted on G2.com.

Import function could work better but that could also be on our end of things. Review collected by and hosted on G2.com.

It is a great tool for helping clients, fellow professionals, and COIs understand important concepts. It also helps us to keep clients on track and building toward their goals. Review collected by and hosted on G2.com.

No downsides. This is one of our tools we use most often in our practice. Review collected by and hosted on G2.com.

integrations with CRMs, customizability, company specific branding, single signon for many small companies Review collected by and hosted on G2.com.

the emails sent from precise are not able to come from an @mycompany email address so some clients/prospects are wary that its a phishing scam.

Some advisors are overwhelmed by the customizability.

More form templates from custodians would be nice - it would make precise a one stop shop for client paperwork Review collected by and hosted on G2.com.

The integrated forms are the best part of PreciseFP. Having a streamlined and consistent process for collecting the appropriate data points for any custodial or compliance document is critical. Review collected by and hosted on G2.com.

It would be nice to have more than one admin. There should be a second group called "super users" where non admin are provisioned to make adjustments to certain administrative settings Review collected by and hosted on G2.com.

The ability to custom create forms for clients that feed directly into our systems is really nice. Review collected by and hosted on G2.com.

At its core, we generally use this only for form generation and discovery (balance sheet) information. For our firm, the scalability is limited. Certainly useful, but limited Review collected by and hosted on G2.com.