# PreciseFP Software Reviews, Demo & Pricing - 2026 > Review of PreciseFP Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/product/450107-PreciseFP --- [Home](https://www.softwareadvice.com/) / [Forms Automation Software](https://www.softwareadvice.com/forms-automation/) / PreciseFP Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview # PreciseFP 2026: Benefits, Features & Pricing On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews ## Overview PreciseFP 4.8 [(6)](https://www.softwareadvice.com/product/450107-PreciseFP/#reviews) Pricing Starting at $85.00 per month Top Alternatives ### About PreciseFP PreciseFP is financial planning software designed for financial advisors. It allows advisors to engage clients more easily by reducing manual data entry and improving day-to-day operations. The software caters to a range of financial advisory firms, providing tools to evaluate prospective clients, onboard new clients, engage existing clients, and keep customer profiles updated across their tools. The software offers a simple data gathering experience, enabling clients to export their information to the advisor's CRM or financial planning tool with one click. PreciseFP is also flexible and customizable, allowing advisors to create their own engagement templates and tailor the client experience as needed. The software integrates with commonly used tools while also providing features to replace less frequently used services, saving advisors time and money. PreciseFP's workflow automation capabilities, such as risk tolerance assessment and KYC compliance, free up advisors to focus on their clients and relationships. The scalable and flexible technology allows advisors to create a unique and valuable experience for their clients while keeping their practice operating efficiently. The... software enables financial advisors to provide top-tier customer service and deliver exceptional financial strategies to their clients. ## PreciseFP User Interface ## Popular PreciseFP Alternatives Main Product PreciseFP 4.8 [(6)](https://www.softwareadvice.com/product/450107-PreciseFP/#reviews) Ratings Breakdown - 4.17Ease of use - 4.40Value for money - 5.0Customer support - 4.83Functionality Pricing Starting at $85.00 per month Alternative Product [Connecteam](https://www.softwareadvice.com/hr/connecteam-profile/) 4.6 [(5250)](https://www.softwareadvice.com/hr/connecteam-profile/reviews/) Ratings Breakdown - 4.66Ease of use - 4.47Value for money - 4.61Customer support - 4.53Functionality Pricing Starting at $29.00 per month Alternative Product [Jotform](https://www.softwareadvice.com/market-research/jotform-profile/) 4.7 [(2894)](https://www.softwareadvice.com/market-research/jotform-profile/reviews/) Ratings Breakdown - 4.68Ease of use - 4.46Value for money - 4.46Customer support - 4.60Functionality Pricing Starting at $39.00 per month Alternative Product [Docusign](https://www.softwareadvice.com/product/367901-Docusign/) 4.7 [(9360)](https://www.softwareadvice.com/product/367901-Docusign/reviews/) Ratings Breakdown - 4.70Ease of use - 4.46Value for money - 4.46Customer support - 4.66Functionality Pricing Starting at $15.00 per month Alternative Product [Typeform](https://www.softwareadvice.com/hr/typeform-profile/) 4.7 [(968)](https://www.softwareadvice.com/hr/typeform-profile/reviews/) Ratings Breakdown - 4.65Ease of use - 4.18Value for money - 4.38Customer support - 4.49Functionality Pricing Starting at $39.00 per month Alternative Product [Smartsheet](https://www.softwareadvice.com/project-management/smartsheet-profile/) 4.5 [(3514)](https://www.softwareadvice.com/project-management/smartsheet-profile/reviews/) Ratings Breakdown - 4.32Ease of use - 4.35Value for money - 4.32Customer support - 4.35Functionality Pricing Starting at $12.00 per month ## PreciseFP Pricing and Plans Starting price: $85.00 per month Free Trial Free Version Basic $85.00 flat rate, per month No plan information available Enterprise Pricing available upon request No plan information available ## PreciseFP Features - Popular features found in Forms Automation Access Controls/Permissions Collaboration Tools Customizable Forms Customizable Templates Data Import/Export Drag & Drop Forms Management Third-Party Integrations Version Control Workflow Management - More features of PreciseFP Activity Dashboard Alerts/Notifications API Autofill Customizable Branding Customizable Fields Electronic Signature Forms Creation & Design Real-Time Data Surveys & Feedback Web Forms Workflow Automation ## PreciseFP Integrations Dropbox Business Integration rated undefined from -1 review Greminders Integration rated undefined from -1 review Wealthbox Integration rated undefined from -1 review Calendly Integration rated undefined from -1 review Zapier Integration rated undefined from -1 review Docusign Integration rated undefined from -1 review See all 16 integrations ## PreciseFP User Reviews Overall Rating 4.8 Ratings Breakdown 5 83% 4 17% 3 0% 2 0% 1 0% Secondary Ratings Ease of Use 4.2 Value for money 4.4 Customer support 5.0 Functionality 4.8 Have you used PreciseFP and would like to share your experience with others? VR Verified Reviewer Financial Services 51-200 employees Used daily for less than 2 years Review source Reviewed November 2018 A big step in the right direction for any Wealth Management or Financial Advice firm 5 We are actually in the process of building our own in-house fact finding tool, but PreciseFP 5.0 has made us put that on ice for a while. If your comany does not have a 'techy' employees it will take you a while to get to grips with this tool, but the customer service is excellent Ratings Breakdown 4 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: First of its kind, a totally new way of fact-finding that completely removes the need of a 'Fact-finding' meeting. Customer support is excellent (US) hours Can be crafted, over many iterations, to not only be a good fact finding tool, but also help increase conversion into a first meeting. Will, i'm told, soon have an API so you can feed data directly into your database Continually imrpoving Cons: I dont think they have a data center in the EU yet ( they are planning on it) Not EU-U.S. and Swiss-U.S. Privacy Shield certified Despite the above we still use them as a UK based firm Will take about 1-2 weeks (full time) to setup, but once you learn your way around it is very powerful Read More KO Kathleen O. Financial Services 2-10 employees Used daily for less than 2 years Review source Reviewed November 2016 Precise FP Review of their Software 5 We joined Precise FP about 18 months ago when they were first in version 2.0. We have had great success in using their secure forms to gather important data from our clients and prospects. Precise FP integrates with our CRM (RedTail), and eMONEY which saves time, as well as data input errors. It's so smooth to have a client submit a form, and we can easily export that data into our other technology to manage the client relationships. We have found that the upgrades to 3.0 and 4.0 have been to improve both the user and advisor experience. They do a nice job of providing web tutorials, and instructions to help create forms, send them, and maximize the tool. Their customer service is beyond stellar, very responsive, and patient. We love working with Courtney, and Don. They have added a lot of value to our onboarding and client experience with our use of Precise FP. Ratings Breakdown 4 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: The ability to collect data securely and succinctly from clients and prospects. Cons: The upgrades have added a lot of enhancements, but with a little bit more time on our part to insure the forms still work with the upgrades. Read More JJ Jamie J. Verified reviewer Investment Management Self-Employed Used weekly for more than 2 years Review source Reviewed December 2021 Great product. Great support. Great Value! 4 Great idea! The execution and integrations seem to be clunky. Ratings Breakdown 3 Ease of use 3 Value for money 5 Customer support 5 Functionality Pros: Having pre-built templates for critical parts of the onboarding process. Cons: Clients almost always had a hard time logging into PreciseFP. Adding elements and features to templates was unintuitive. Saved data hardly ever prepopulated! Reasons for choosing PreciseFP Thought there would be much better integration with other tools in my tech stack. Read More DN Derek N. Verified reviewer Financial Services 2-10 employees Used weekly for less than 2 years Review source Reviewed July 2022 A Digital Must 5 Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: I love that I have been able to digitize my fact finding process, they make it so easy! Cons: None, they have done a great job of enhancing the product over time. Read More BU Brandon U. Financial Services 2-10 employees Used unspecified for unspecified Review source Reviewed November 2016 Satisfies a Need in Today's Electronic Environment 5 It can be a little tricky to understand all of the moving parts, and to get used to all of the bells and whistles. Personally, I'm pleased with how customizable the forms are, and there are a variety of features that allow me to make our questionnaires as simple or complex as I want them. I still have much to learn about the software, but I do really like it so far. Ratings Breakdown 4 Ease of use 4 Value for money 5 Customer support 4 Functionality Pros: The ability to make questionnaires as simple or complex as I want. Cons: It can be difficult to figure out how to use all of the features. Some features are changed in places that are different from others, and remembering exactly where to go for any given feature can be a bit confusing. Read More WA Will A. Verified reviewer Financial Services Self-Employed Used weekly for less than 6 months Review source Reviewed July 2022 Efficiency is Key! 5 Ratings Breakdown 5 Ease of use 5 Functionality Pros: This product saves so much time onboarding clients and is easy for the client and advisors to use. Cons: I wish I could pay for provider to integrate PDF mapping for a flat fee per page. Read More Showing 1 - 6 of 6 Reviews ## See what companies are saying about Software Advice