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PreciseFP
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Financial planning software
Table of Contents
PreciseFP - 2026 Pricing, Features, Reviews & Alternatives
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PreciseFP overview
What is PreciseFP?
PreciseFP is a comprehensive financial planning software designed to empower financial advisors and enhance their day-to-day operations. The software offers a suite of tools that streamline the data gathering process, automate workflows, and ensure compliance with KYC (Know Your Customer) requirements.
PreciseFP's innovative approach to client engagement allows advisors to effortlessly gather client information and seamlessly transfer data to their CRM or financial planning tools. The platform's flexible and customizable nature enables advisors to create unique engagement templates and tailor the client experience to their specific needs. By integrating with frequently used tools and providing features to replace seldom-used services, PreciseFP helps advisors save time and money while delivering a memorable client experience.
The software's scalability and flexibility allow advisors to evaluate prospective clients swiftly, onboard new clients easily, and engage existing clients routinely. PreciseFP's secure and user-friendly interface ensures the safe collection of pertinent information and data from prospects and new clients. With a mobile app, support resources, and a developer API, PreciseFP empowers financial advisors to focus on the core of their business - their clients, their relationships, and the financial strategies that drive success.
Starting price
per month
Alternatives
with better value for money
PreciseFP’s user interface
PreciseFP reviews
Overall rating
4.8
/5
6
Positive reviews
100
%
- Value for money
- Ease of use
- Features
- Customer support
- Likelihood to recommend9.17/10
5
4
3
2
1
5
1
0
0
0
PreciseFP's key features
Most critical features, based on insights from PreciseFP users:
All PreciseFP features
Features rating:
PreciseFP alternatives
PreciseFP
Starting from
85
Per month
Connecteam
Starting from
29
Per month
MaintainX
Starting from
25
Per month
Submittable
Starting from
No pricing info
PreciseFP pricing
Pricing plans
Pricing details:
Enterprise
No pricing info
User opinions about PreciseFP price and value
Value for money rating:
PreciseFP integrations (17)
Integrations rated by users
We looked at 6 user reviews to identify which products are mentioned as PreciseFP integrations and how users feel about them.
Integration rating: 3.0 (1)
PreciseFP support options
Typical customers
Platforms supported
Support options
Training options
PreciseFP FAQs
PreciseFP has the following pricing plans:
Starting from: $85.00/month
Pricing model: Subscription
Free Trial: Available
These products have better value for money
Q. Who are the typical users of PreciseFP?
PreciseFP has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Small Business
Q. What languages does PreciseFP support?
PreciseFP supports the following languages:
English
Q. Does PreciseFP support mobile devices?
PreciseFP supports the following devices:
Android, iPad, iPhone
Q. Does PreciseFP offer an API?
Yes, PreciseFP has an API available for use.
Q. What other apps does PreciseFP integrate with?
PreciseFP integrates with the following applications:
Practifi, Dropbox Business, Greminders, Wealthbox, Calendly, Zapier, Docusign, OneDrive, Google Drive, Financial Services Cloud, eMoney Advisor, Acuity Scheduling, Docupace, Redtail CRM, AdvisorEngine, RightCapital
Q. What level of support does PreciseFP offer?
PreciseFP offers the following support options:
Knowledge Base, FAQs/Forum, Email/Help Desk, Chat