--- description: Review of PreciseFP Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: PreciseFP | Reviews, Pricing & Demos - SoftwareAdvice IE --- Breadcrumb: [Home](/) > [Forms Automation Software](/directory/4223/forms-automation/software) > [PreciseFP](/software/450107/PreciseFP) # PreciseFP Canonical: https://www.softwareadvice.ie/software/450107/PreciseFP Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.ie/software/450107/PreciseFP?page=2) > 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. > > Verdict: Rated **4.8/5** by 6 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.8/5** | 6 Reviews | | Ease of Use | 4.2/5 | Based on overall reviews | | Customer Support | 5.0/5 | Based on overall reviews | | Value for Money | 4.4/5 | Based on overall reviews | | Features | 4.8/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: Docupace - **Founded**: 2005 ## Commercial Context - **Starting Price**: US$85.00 - **Pricing model**: Flat Rate (Free Trial) - **Pricing Details**: Each additional user: $30; - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English - **Available Countries**: United States ## Features - API - Access Controls/Permissions - Activity Dashboard - Alerts/Notifications - Autofill - Collaboration Tools - Customisable Branding - Customisable Forms - Customisable Templates - Customizable Fields - Data Import/Export - Drag & Drop - Electronic Signature - Forms Creation & Design - Forms Management - Process/Workflow Automation - Real-Time Data - Surveys & Feedback - Third-Party Integrations - Web Forms ## Integrations (20 total) - Acuity Scheduling - AdvisorEngine - Asset-Map - Blueleaf - Calendly - Docupace - Docusign - Dropbox Business - Envestnet | MoneyGuide - Financial Services Cloud - Google Drive - Greminders - Income lab - OneDrive - Practifi ... and 5 more integrations ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Chat ## Category - [Forms Automation Software](https://www.softwareadvice.ie/directory/4223/forms-automation/software) ## Alternatives 1. [Google Forms](https://www.softwareadvice.ie/software/179230/google-forms) — 4.7/5 (11363 reviews) 2. [Connecteam](https://www.softwareadvice.ie/software/109560/connecteam) — 4.6/5 (5058 reviews) 3. [Google Workspace](https://www.softwareadvice.ie/software/344998/google-workspace) — 4.7/5 (17483 reviews) 4. [Jotform](https://www.softwareadvice.ie/software/433821/jotform) — 4.7/5 (2794 reviews) 5. [Docusign](https://www.softwareadvice.ie/software/367901/docusign) — 4.7/5 (9267 reviews) ## Reviews ### "A big step in the right direction for any Wealth Management or Financial Advice firm" — 5.0/5 > **Verified Reviewer** | *21 November 2018* | Financial Services | Recommendation rating: 10.0/10 > > **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 > > 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 ----- ### "Precise FP Review of their Software" — 5.0/5 > **Kathleen** | *2 November 2016* | Financial Services | Recommendation rating: 10.0/10 > > **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. > > 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. ----- ### "Great product. Great support. Great Value\!" — 4.0/5 > **Jamie** | *4 December 2021* | Investment Management | Recommendation rating: 6.0/10 > > **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\! > > Great idea\! The execution and integrations seem to be clunky. ----- ### "A Digital Must" — 5.0/5 > **Derek** | *19 July 2022* | Financial Services | Recommendation rating: 10.0/10 > > **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. ----- ### "Satisfies a Need in Today's Electronic Environment" — 5.0/5 > **Brandon** | *2 November 2016* | Financial Services | Recommendation rating: 9.0/10 > > **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. > > 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. ----- Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.ie/software/450107/PreciseFP?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.ie/software/450107/PreciseFP) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data