PB
Phil B.
Wealth Manager, Partner
Small-Business (50 or fewer emp.)
"Can't Do Without Precise FP"
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. Review collected by and hosted on G2.com.
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 Review collected by and hosted on G2.com.