Who Uses This Software?

Financial and Insurance Industries


Average Ratings

2 Reviews
  • 5 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $60.00/month/user
  • Pricing Details
    Each additional user: $30;
  • Free Demo
    Yes
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
  • Support
    Online
    Business Hours

Vendor Details

  • Spectrum Input
  • precisefp.com
  • Poland

About PreciseFP

PreciseFP is the leading client profile builder and forms tool. PreciseFP is also an engagement tool that allows advisors to create subject-specific forms that solicit feedback from clients and prospects on topics that resonate with them. Use our library of forms created by industry experts, or design your own forms for the unique needs of your clients and prospects.


PreciseFP Features

  • Approval Process Control
  • Archiving & Retention
  • Collaboration
  • Document Indexing
  • Drag & Drop
  • Full Text Search
  • Remote Document Access
  • Rules-Based Workflow
  • Text Editing
  • Version Control

PreciseFP Reviews

Satisfies a Need in Today's Electronic Environment

Nov 02, 2016
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

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.

Overall: 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.

Precise FP Review of their Software

Nov 01, 2016
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

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.

Overall: 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.

Recommendations to other buyers: The True value of using Precise FP comes into play when you are utilizing the CRM and the FInancial Planning Programs to integrate so that there is smooth passage of information from one program to another.