Consistency of user interface for the end user. Review collected by and hosted on G2.com.

Overly complicated ways to set up data linkages and integrations with other applications. Review collected by and hosted on G2.com.

I like that PreciseFP is a scalable solution that is still customizable. Review collected by and hosted on G2.com.

It is clunky and not the easiest to built custom templates and the mapping to PDFs is a painful process. Review collected by and hosted on G2.com.

Precise FP allows me to not only gather data and documents, but I also use it to submit service tickets for client actions to my team. It's irreplaceable! Review collected by and hosted on G2.com.

I can't think of anything I dislike...it integrates with quite a few applications and I haven't come across any limitations for how I use it. Review collected by and hosted on G2.com.

It interacts with my entire tech stack seamlessly. Review collected by and hosted on G2.com.

Nothing at the moment. I am very satisfied. Review collected by and hosted on G2.com.

The fact that you can create and send an online client questionnaire. Allows you to track the client's progress on the questionnaire. I haven't seen another product like it. Most of the client information imports directly into our planning software. Review collected by and hosted on G2.com.

The customization can be pretty clunky, especially in fields where there are calculations to be made. This is an area which could be greatly improved. Review collected by and hosted on G2.com.

PreciseFP is a form building software that enables our firm to integrate with our CRM and speed up the client onboarding process Review collected by and hosted on G2.com.

The software has a few quirks that cause a slight learning curve, but once you figure it out, the software is easy to use and very customizable. They also have lovely chat customer service. Review collected by and hosted on G2.com.