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PreciseFP Logo

Financial planning software

Table of Contents

PreciseFP - 2025 Pricing, Features, Reviews & Alternatives

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 from

85

Per month

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PreciseFP's key features

Most critical features, based on insights from PreciseFP users:

Third-Party Integrations
Autofill
Electronic Signature
Version Control
Full Text Search
Collaboration Tools

All PreciseFP features

Features rating:

Drag & Drop
Access Controls/Permissions
Activity Dashboard
Alerts/Notifications
API
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Templates
Data Import/Export
Forms Creation & Design
Forms Management
Process/Workflow Automation
Real-Time Data
Surveys & Feedback
Web Forms

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Per month

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PreciseFP pricing

Value for money rating:

Pricing plans

Pricing details:

Free plan
Free trial
Subscription

Basic

85

Per month

Enterprise

ic-pricetag

No pricing info

PreciseFP integrations (18)

Integrations rated by users

We looked through 6 user reviews, to identify which products are mentioned as PreciseFP integrations, and what is the users perception.

Wealthbox logo
Wealthbox

Integration rating: 3.0 (1)

PreciseFP support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Knowledge Base
FAQs/Forum
Email/Help Desk
Chat

Training options

Live Online
Webinars
Documentation
Videos

PreciseFP reviews

Overall rating

4.8

/5

6

Positive reviews

100

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.17/10
Rating distribution

5

4

3

2

1

5

1

0

0

0

PreciseFP FAQs

Q. What type of pricing plans does PreciseFP offer?

PreciseFP has the following pricing plans:
Starting from: $85.00/month
Pricing model: Subscription
Free Trial: Available

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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, SmartOffice, AdvisorEngine, RightCapital


Q. What level of support does PreciseFP offer?

PreciseFP offers the following support options:
Knowledge Base, FAQs/Forum, Email/Help Desk, Chat

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