PreciseFP

Financial ServicesNew Jersey, United States2-10 Employees

PreciseFP is an AI-enabled data gathering and client engagement platform built for financial advisors. It gives firms a better way to collect client information without relying on fillable PDFs, email attachments or systems that don’t connect. Advisors use PreciseFP to gather accurate data from clients once and carry it through onboarding, planning and ongoing client updates.

The platform is designed for the way advisory firms actually work. Forms adjust as clients respond, unnecessary questions stay out of the way and information flows into the tools advisors already use. Everything is secure, branded to the advisor’s firm and easy for clients to complete on any device, which helps set the right tone from the very first interaction.

PreciseFP is easy to try and simple to evaluate. Firms can build a form, send it out and see how the data fits into their execution in minutes. If you’re looking for a more thoughtful, consistent way to handle client information, you can start with a 14-day free trial and see how it works in practice.

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