PreciseFP
AI-enabled data gathering built for financial advisors
Ranked #1 in Best wealth management software.
PreciseFP is financial planning software for advisors. It uses AI to gather client data quickly and accurately.
At a glance
| Best for | financial advisors and small businesses |
From PreciseFP's own website.
Company facts
| Social profiles | LinkedIn, X, Facebook, YouTube |
Facilities and features
Its website also mentions:
- Published pricing
- Free trial
- Self-serve sign-up
- API
- Integrations
What stands out
The product allows advisors to customize forms with their own branding.
“Make quick edits, apply your branding and send the form by link or email. Clients see only what applies to them and your team gets clean, usable data.”PreciseFP, own website
PreciseFP helps meet KYC and regulatory requirements while keeping data secure.
“Built for Compliance. Trusted for Security.”PreciseFP, own website
How it ranks
PreciseFP is ranked 1st of 10 in Best wealth management software (Lister Score 98.0).
#1 in Best wealth management software · Lister Score 98.0
Helps meet KYC and regulatory requirements while keeping data secure.
How the score is made up: fit to this ranking's criteria 40; evidence on its own site 20; buying information on its own site 20; how complete its published information is 18.
“Staying Compliant with AI in Wealth Management: What Advisors Need to Know by Mike Zebrowski , November 24, 2025 Read Article Blog”PreciseFP, own website
| Rank | Best wealth management software | Score |
|---|---|---|
| 1 | PreciseFP | 98.0 |
| 2 | Nitrogen | 90.0 |
| 3 | eMoney Advisor | 88.0 |
| 4 | Asset-Map | 86.0 |
| 5 | Addepar | 84.0 |
| 6 | AssetBook | 84.0 |
| 7 | Envestnet | 84.0 |
| 8 | Blueleaf | 80.0 |
| 9 | Orion Advisor Solutions | 80.0 |
| 10 | SS&C Advent | 76.0 |
Frequently asked questions
How does PreciseFP rank on Lister?
PreciseFP is ranked 1st of 10 in Best wealth management software (Lister Score 98.0).