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MoneyGuidePro Integration Added! Award-winning MoneyGuidePro now accepts data from PreciseFP... more »
MoneyTree Software Integration Added! PreciseFP allows the data entry process to be completed by the person who... more »
Microsoft BCM Integration Added! - Whether you use a specialized Contact Relationship Manager (CRM),... more »
 
 

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"...[PreciseFP] is one of those things that make you wonder why nobody has done this before. It is certainly worth checking out." - Joel Bruckenstein - Applied Technology for Financial Professionals Expert. more »
 
"... a simple and convenient tool, this product is right on the mark.! - Steven Wykoff - Mersereau & Lazenby, L.L.C. more »
 
 
 
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PreciseFP ™ is being reviewed by some key players in the world of financial planning. Please check back often as we add their comments to this page.

 

 

 

"...[PreciseFP] is one of those things that make you wonder why nobody has done this before. It is certainly worth checking out." - [View Article]

Joel Bruckenstein - Applied Technology for Financial Professionals Expert

     

Precise FP represents the future of financial planning… it provides a consistent system which will help improve the client experience and will serve to create more efficient systems within a planner’s business.”

Russ Thornton - Wealth Management

     

Finally, an electronic questionnaire that saves the planner valuable time while allowing the client to fill out the information and clearly express his/her financial goals and objectives. A win-win situation for all concerned.”

Hayat Ames - St John & Associate, Inc.

     

For the advisor whose intent is to gather the primary data elements from a client in a simple and convenient tool, this product is right on the mark.”

Steven Wykoff - Mersereau & Lazenby, L.L.C

     

[PreciseFP] is shaking up the financial planning industry..”

Cindy Fields, CFP® - Loyalty Alliance