PreciseFP
AI-enabled data gathering built for financial advisors
PreciseFP is financial planning software for advisors. It uses AI to gather client data quickly and accurately.
| Best for | financial advisors and small businesses |
| Website | precisefp.com |
Company facts
| Social profiles | LinkedIn, X, Facebook, YouTube |
Facilities and features
- 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
Strengths and trade-offs
- The product allows advisors to customise forms with their own branding.
- PreciseFP helps meet KYC and regulatory requirements while keeping data secure.
Appears in
How PreciseFP ranks
#1 in Best wealth management software
How the score is made up: Evidence on its own site 20; How complete its published information is 18; Fit to this ranking's criteria 40; Buying information on its own site 20.
“Staying Compliant with AI in Wealth Management: What Advisors Need to Know by Mike Zebrowski , November 24, 2025 Read Article Blog”PreciseFP, own website
Alternatives to PreciseFP
 NitrogenEngage clients, win business, and retain fearless investors | #2 in Best wealth management software | 90.0 |
 eMoney AdvisorEverything you need for every stage of advice. | #3 in Best wealth management software | 88.0 |
 Asset-MapHolistic planning across life stages in one powerful visual platform | #4 in Best wealth management software | 86.0 |
 AddeparTransform wealth operations with data and native AI | #5 in Best wealth management software | 84.0 |
 AssetBookPortfolio management and reporting software advisors actually want to use | #6 in Best wealth management software | 84.0 |
 EnvestnetAdaptive WealthTech platform for advisors | #7 in Best wealth management software | 84.0 |
Questions about PreciseFP
Who is PreciseFP best for?
PreciseFP is best for financial advisors and small businesses.
Where does PreciseFP rank?
PreciseFP is ranked #1 in Best wealth management software (Lister Score 98.0).
What are the best alternatives to PreciseFP?
The closest alternatives on Lister are Nitrogen (#2 in Best wealth management software), eMoney Advisor (#3 in Best wealth management software) and Asset-Map (#4 in Best wealth management software).
Is this your company?
Claim PreciseFP to suggest corrections to its listing (pricing, features, details) or ask about an enhanced profile. We review every claim before anything changes.