PreciseFP

PreciseFP makes data-gathering and client onboarding software for financial advisors, from solo practitioners to firms with large teams. It replaces paper questionnaires with online forms that clients complete on any device.

Advisors build forms from a template library or by typing a plain-language prompt, after which an AI feature drafts a form tailored to the client. Forms arrive prefilled with known data, show each client only the questions that apply, send automatic reminders and save answers as they are entered. Each client has a profile with revision history, an activity log and a data quality score that flags missing KYC information. Firms can set up pipelines with automated follow-up steps, collect documents and multiple e-signatures within one request, and push the finished data to a CRM or planning program.

PreciseFP was founded in 2006 by Don Whalen and Sebastian Skwarek and was acquired by Docupace in 2021. It lists integrations with custodians, CRMs, planning software, e-signature, file storage and scheduling tools. Published pricing starts at $89 a month for one user and 100 client profiles, with add-ons for extra users, teams and profile packs; enterprise pricing is quoted. A 14-day free trial is offered.