--- title: "PreciseFP Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about PreciseFP Software - reviews, pricing plans, popular comparisons to other Data Management Platforms products and more." source_url: "https://www.capterra.com/p/10020378/PreciseFP/" page_type: "product" language: "en" --- # PreciseFP Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) PreciseFP ## What is PreciseFP? PreciseFP empowers financial advisors to engage clients effortlessly, eradicating manual data entry, and enhancing day-to-day operations efficiency so that they can provide top-tier customer service, easily. From risk tolerance assessment and workflow automation to KYC compliance and client data transfer, this suite of financial advisor tools equips firms with immediate scale so they can evaluate prospective clients swiftly, onboard new clients easily, engage existing clients routinely, and keep customer profiles up to date—across all their tools—with ease. PreciseFP frees advisors up to focus on the business that matters: their clients, their relationships, and the financial strategies that win. Plus, we have integrations with major CRMs (Redtail, Wealthbox, Salesforce), Document Storage and Financial Planning software (eMoney, MoneyGuidePro, Asset-Map). ## What is PreciseFP used for? [Forms Automation](https://www.capterra.com/forms-automation-software/)[Data Management Platforms](https://www.capterra.com/data-management-platforms-software/) Top alternative Featured Overall rating Based on 6 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $85 Flat Rate, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for PreciseFP?[Manage this product listing](https://www.g2.com/products/precisefp/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### PreciseFP 4.8 (6) VS. [4.6 (5,315)](https://www.capterra.com/p/153140/Connecteam/reviews/) Starting Price $85 Flat Rate, Per Month Starting Price $29 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.2 (6) Ease Of Use 4.7 (11,547) Value For Money 4.4 (5) Value For Money 4.5 (7,424) Customer Service 5.0 (5) Customer Service 4.6 (6,505) ## PreciseFP alternatives [4.6 (10,512)](https://www.capterra.com/p/253516/SurveyMonkey/reviews/) Starting price $30.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [Google Forms](https://www.capterra.com/p/176571/Google-Forms/) [4.7 (11,577)](https://www.capterra.com/p/176571/Google-Forms/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/176571/Google-Forms/) Highest Rated [Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/) [4.7 (17,715)](https://www.capterra.com/p/247901/Google-Workspace/reviews/) Starting price $7.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/247901/Google-Workspace/) [Jotform](https://www.capterra.com/p/158456/JotForm-4-0/) [4.7 (2,926)](https://www.capterra.com/p/158456/JotForm-4-0/reviews/) Starting price $39.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/158456/JotForm-4-0/) [View all alternatives](https://www.capterra.com/p/10020378/PreciseFP/alternatives/) ## FAQs about PreciseFP Overview ### What company size and specific industries is PreciseFP built for? PreciseFP is designed for financial advisors and advisory firms of all sizes, including solo practices, small firms, and larger wealth management teams. It fits the financial services sector, especially firms that need automated data gathering and customizable client workflows for advisory work. Features and Usability ### What are the key features of PreciseFP? PreciseFP includes customizable forms, forms creation and design, customizable templates, and web forms for collecting client data. It also offers workflow automation, electronic signatures, autofill, and real-time data, plus access controls and permissions, file storage, reporting and statistics, and third-party integrations. Integrations ### Which third-party tools and platforms does PreciseFP integrate with? PreciseFP integrates with over 20 third-party tools and platforms, including Asset-Map, Acuity Scheduling, Calendly, Docusign, Dropbox, Google Drive, OneDrive, Zapier, Redtail CRM, Wealthbox CRM, Practifi, and eMoney Advisor. It also connects with AdvisorEngine, Blueleaf, Docupace, Envestnet | MoneyGuide, Financial Services Cloud, GReminders, Income lab, and RightCapital. Answer based on 1 reviews Getting Started and Support ### What training and onboarding options does PreciseFP offer? PreciseFP provides live online sessions, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided training, while documentation and videos give users written and visual reference materials for self-paced learning and feature review. Getting Started and Support ### What customer support options does PreciseFP offer? PreciseFP provides email/help desk, FAQ/forum, knowledge base, and chat support. Users can use these channels to find answers or contact support for help with account and product questions. No reviewer feedback is available here to indicate response speed, helpfulness, or common frustrations. ## Features AI summary Based on 7,153 Data Management Platforms reviews Capterra reviewers highlight these as the features buyers value most when choosing forms automation software: - **Customizable Fields** (**53%** of reviewers rated this feature as critical) - **Customizable Forms** (**53%**) - **Mobile Access** (**61%**) PreciseFP includes **Customizable Fields** and **Customizable Forms**, giving businesses flexibility to tailor data collection and build forms that match specific workflows. However, it does not offer **Mobile Access**. Instead, it provides other important capabilities that reviewers also value, including **Forms Creation & Design** (**46%**), **Electronic Signature** (**45%**), and **Data Import/Export** (**43%**). These features help teams create polished forms, collect approvals faster, and move information between systems, allowing teams to manage intake processes with less manual work and better accuracy. Autofill 2.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Automatically populating fields or sections within a form Drag & Drop 1.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Assemble applications and processes by dragging over and arranging pre-built components Third-Party Integrations 3.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Set up connections to third-party platforms to improve business processes Access Controls/Permissions Define levels of authorization for access to specific files or systems Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges PreciseFP 22 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Autofill: Automatically populating fields or sections within a form - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Electronic Signature: Digitally sign online documents - Forms Creation & Design: Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system - Forms Management: Store, manage and track all forms in a centralized location - Integrations: Ability for the product to integrate with software to view and utilize contact and account buyer intent data (i.e. CRM software, marketing automation software, account- based marketing software, etc.) - Real-Time Data: Receive data and information in real time - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Surveys & Feedback: Gauge satisfaction and receive information for improvement and success - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Web Forms: Web form that allows users to enter data that is sent and processed for different reasons - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows --- Get Advice We can help you find the software with the features you need. Features 4.8 (6) 4.8 Based on 6 reviews ## Pricing Value for money 4.4 (5) Free Trial Basic $85.00 Flat Rate,Per Month Enterprise Contact Vendor for Pricing Value for money 4.4 (5) 4.4 Based on 5 reviews ## Integrations [ Google Drive](https://www.capterra.com/p/161425/Drive/)[ Dropbox](https://www.capterra.com/p/143068/Dropbox-Business/)[ OneDrive](https://www.capterra.com/p/161304/OneDrive/)[ Docusign](https://www.capterra.com/p/121506/Docusign/)[ Acuity Scheduling](https://www.capterra.com/p/191978/Acuity-Scheduling/)[ Calendly](https://www.capterra.com/p/148036/Calendly/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ Wealthbox CRM](https://www.capterra.com/p/175666/Wealthbox/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (5) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (5) 5.0 Based on 5 reviews ## User reviews Overall rating 4.8 Based on 6 reviews Filter by rating 5(5) 4(1) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent DN Derek N. CEO Financial Services ### "A Digital Must" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 19, 2022 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. WA Will A. Financial Advisor Financial Services ### "Efficiency is Key!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 July 5, 2022 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JJ Jamie J. Chief Investment Officer Investment Management ### "Great product. Great support. Great Value!" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 6/10 December 4, 2021 Great idea! The execution and integrations seem to be clunky. 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! Alternatives considered [Google Forms](https://www.capterra.com/p/176571/Google-Forms/) Reasons for choosing PreciseFP Thought there would be much better integration with other tools in my tech stack. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AN Anonymous User Product Manager Financial Services ### "A big step in the right direction for any Wealth Management or Financial Advice firm" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 21, 2018 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 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 Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. BU Brandon U. Para Planner Financial Services ### "Satisfies a Need in Today's Electronic Environment" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 November 2, 2016 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. 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. KO Kathleen O. Wealth Management Advisor Financial Services ### "Precise FP Review of their Software" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 2, 2016 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. 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.