PreciseFP Reviews (46)

Reviews

PreciseFP Reviews (46)

4.7
46 reviews

What do users say?

Generated using AI from real user reviews
Users consistently praise the ease of use and customizability of PreciseFP, highlighting how it streamlines data gathering and integrates well with existing systems. The software's ability to enhance client interactions and improve operational efficiency is frequently noted, although some users mention a learning curve when setting up custom forms.
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EH
Emily H.
Small-Business (50 or fewer emp.)
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"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.
MK
Michael K.
Founder & Financial Planner
Small-Business (50 or fewer emp.)
More Options
"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.
JY
John-Mark Y.
Dave Ramsey’s Smartvestor Professional
Small-Business (50 or fewer emp.)
More Options
"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.

MK
Michael K.
Small-Business (50 or fewer emp.)
More Options
"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.
RB
Rachael B.
Financial Planner
Small-Business (50 or fewer emp.)
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"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.

ET
Ed T.
Small-Business (50 or fewer emp.)
More Options
"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.
GM
Grant M.
Contractor
Small-Business (50 or fewer emp.)
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"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
Editedit

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.
SC
Steve C.
Founder and Lead Advisor
Small-Business (50 or fewer emp.)
More Options
"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.

RL
Roger L.
Small-Business (50 or fewer emp.)
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"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.

LA
Lauren A.
Small-Business (50 or fewer emp.)
More Options
"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.