[ PreciseFP Reviews ](https://www.g2.com/products/precisefp/reviews) [ PreciseFP Reviews ](https://www.g2.com/products/precisefp/reviews) # PreciseFP Pricing Overview [Editedit](https://my.g2.com/precisefp/pricings) Free Trial ## PreciseFP Pricing Key Insights Last updated on Apr 09, 2026 * * * PreciseFP offers **2 pricing editions** , starting at **$89**. PreciseFP pricing tiers are designed to support different usage levels and team sizes. PreciseFP also offers a **free trial**. Higher-tier plans are available via direct consultation with the vendor. Compare the PreciseFP pricing table below to figure out the best fit for your needs. * * * Standard — $89 / 1 User Per Month Enterprise — Contact Us Rated 4.7 / 5 \*Pricing information is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations must be conducted with the seller. Enterprise Contact Us For businesses with +10 employees - For tailor made solutions and volume pricing, get in touch. Show More Standard $89.00 1 User Per Month For small businesses and solo practitioners - Additional User: +$49.00 USD/Month - Additional Team: +$25.00 USD/Month - 100 Account Profiles: +$15.00 USD/Month - Custom Template Development: Starting at +$299.00 - Custom Onboarding Setup: Starting at +$150.00 Show More Pay as you grow Pricing information for PreciseFP is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase PreciseFP must be conducted with the seller. Your monthly price automatically updates when you add extra users, teams, or account profiles. Pricing information was last updated on October 10, 2024 Show More Download complete pricing list[DownloadDownload now](#) ## Top-Rated Alternatives [ ![Salesforce Data 360 (formerly Data Cloud)](https://images.g2crowd.com/uploads/product/hd_favicon/826ce87155a61f72d3dfd92c5283eed8/salesforce-data-360-formerly-data-cloud.svg "Salesforce Data 360 (formerly Data Cloud)") Salesforce Data 360 (formerly Data Cloud) 4.3/5(307) ](https://www.g2.com/products/salesforce-data-360-formerly-data-cloud/reviews) [ ![Simpli.fi](https://images.g2crowd.com/uploads/product/hd_favicon/c00383bfd1129146460427a36cb96210/simpli-fi.svg "Simpli.fi") Simpli.fi 4.5/5(154) ](https://www.g2.com/products/simpli-fi/reviews) [ ![Keboola](https://images.g2crowd.com/uploads/product/hd_favicon/fd3643c9e3fe9cea0e764116aa54a7ad/keboola.svg "Keboola") Keboola 4.6/5(137) ](https://www.g2.com/products/keboola/reviews) [ View All Alternatives ](https://www.g2.com/products/precisefp/competitors/alternatives) ## PreciseFP Alternatives Pricing The following is a quick overview of editions offered by other [Data Management Platforms (DMP)](https://www.g2.com/categories/data-management-platform-dmp) | ![Salesforce Data 360 (formerly Data Cloud)](https://images.g2crowd.com/uploads/product/image/small_square/small_square_3535f71b2a0f16cb37247f249d1d534c/salesforce-data-360-formerly-data-cloud.jpeg) [Salesforce Data 360 (formerly Data Cloud)](https://www.g2.com/products/salesforce-data-360-formerly-data-cloud/reviews) ##### Consumption Credits | $500.00100000 Credits | List Price - Data Services - Segmentation & Activation | | ![Simpli.fi](https://images.g2crowd.com/uploads/product/image/small_square/small_square_a771e0805f421a7076640fc871542327/simpli-fi.png) [Simpli.fi](https://www.g2.com/products/simpli-fi/reviews) ##### Managed Service | Contact Us | Our team is an extension of your company as you tap into services such as: planning, activation, optimization, reporting, and analysis. - Simpli.fi sets up and edits campaigns - Campaigns are monitored and optimized by the Simpli.fi Client Success Team | | ![Keboola](https://images.g2crowd.com/uploads/product/image/small_square/small_square_8773266119362cf8301d6d8177b431e1/keboola.png) [Keboola](https://www.g2.com/products/keboola/reviews) ##### Free Tier | FreeWith One-Time Purchase | Our Free Tier gives you 60 free computation minutes each month to explore, build, and prototype in Keboola. If you need more, you can manually or automatically top up your account with additional credits at $0.14 per minute. This plan is ideal for early exploration, data prototyping, and self-paced learning, giving you a full hands-on experience with Keboola’s core capabilities—risk-free. - Transformations: SQL, Python, R, dbt, No-code, Data Science - Scheduling & Triggers: Time-based or event-driven job automation - Monitoring & Alerts: Jobs list, email & webhook notifications - Data Connectors: 700+ Native Connectors - Prototyping Tools: SQL editor & sandbox environments - CLI & API Access: Full access - SSO (Single Sign-On): Enabled - Dynamic Backend: Extra small Snowflake/BigQuery backend - Data Applications: Limited access [Show More](javascript:void(0);) | Various alternatives pricing & plans Free Trial Pricing information for the above various PreciseFP alternatives is supplied by the respective software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase any of these products must be conducted with the seller. ## PreciseFP Pricing Reviews (2) ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF Verified User in Financial Services Small-Business (50 or fewer emp.) 8/1/2024 More Options - "Easy to use and interactive for clients" 5/5 What do you like best about PreciseFP? PreciseFP makes data gathering for financial plans a breeze. For some clients a huge data gathering form can be overwhelming so we found that many clients were skipping information that they didnt think was necessary to provide. With PreciseFP we have been able to design our data gathering template to be interactive for the client. We choose to display less questions as the client starts the plan, but with special settings PFP provides we were able to make more questions appear depending on their answers to previous questions. We are able to easily identify for clients which sections are mandatory for them to answer, and this feature has significantly cut down the amount of back and forth time we spent gathering necessary information for clients plans. Review collected by and hosted on G2.com. What do you dislike about PreciseFP? I wish there was a way to know the client was finished, without relying on them to click finished, as a very small percentage of our clients actually click the finished button. Review collected by and hosted on G2.com. What problems is PreciseFP solving and how is that benefiting you? Data gathering was a legnthy and time consuming process that involved a lot of back and forth and added more hours to our planning process. PFP has cut down the time it takes to complete a plan from start to finish. Review collected by and hosted on G2.com. Show More Response from nora gallegos of PreciseFP [Editedit](https://www.g2.com/survey_responses/precisefp-review-9948172/official_response/edit) Hello! Thanks a bunch for your awesome review! 😊 We’re really happy to hear that PreciseFP has made your data gathering so much easier. It’s great to know that the interactive templates and customizable settings have helped you cut down on the back-and-forth with your clients. We totally get your point about the “finished” button. What do you think about these options? 1. You can use our Form Template Translation option to reword 'Finish' entirely. I like to suggest 'Submit and Close', but the possibilities are endless and you can change much more than the 'Finish' button, if you want. 2. You can enable the 'Confirmation' option in the Themes editor located under 'Display Sections' and customize the confirmation message that will now pop up when someone clicks the 'Finish' button--if that's what the button still says. Let us know what you think as we think about a permanent option. If there’s anything else we can do to make your experience even better, just let us know. We’re always here to help! Thanks again for your feedback! Current UserValidated ReviewerSource: Seller invite ![Danielle S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Danielle S.") DS Danielle S. Certified Financial Planner and Founder Small-Business (50 or fewer emp.) 12/17/2024 More Options - "A Must Have for My Practice" 4.5/5 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! Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. What problems is PreciseFP solving and how is that benefiting you? Onboarding, client engagement, plan monitoring, data uploads, integrations. Review collected by and hosted on G2.com. 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