PreciseFP

Automated, customizable data-gathering solution for Financial Advisors

About

PreciseFP is an automated, customizable data-gathering solution that helps Financial Advisors engage clients and gather critical data with ease.

1st-Party Data Integration

2nd-Party Data Integration

3rd-Party Data Integration

Audience Segmentation

Custom Reports

Data Export Tools

Data Permissions

Enterprise Scalability

Internationalization

Mobile Data Integration

Offline Data Integration

Performance and Reliability

Recommendations

Standard Dashboards

User, Role, and Access Management

Use our smart search engine to find the perfect tool for your needs.