PreciseFP
4.6
7
PreciseFP is an automated, customizable data-gathering solution that helps Financial Advisors engage clients and gather critical data with ease.
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PreciseFP Plan
Standard
73
1 User Per Month
For small businesses and solo practitioners
Additional User: +$36.00 USD/Month
Additional Team: +$24.00 USD/Month
100 Account Profiles: +$13.00 USD/Month
Custom Template Development: Starting at +$299.00
Custom Onboarding Setup: Starting at +$150.00
SSO Free Forever
Manage Google Drive, Mailchimp, Dropbox Business, Microsoft PowerPoint, QuickBooks Desktop Enterprise, Canva, Zoho One, DocuSign, Salesforce Sales Cloud Suite, Adobe Photoshop with SSO
