PreciseFP Pricing Overview

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.

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.

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.

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.