PreciseFP

Q: What is PreciseFP's official website?

PreciseFP's official website is www.precisefp.com

Q: What is PreciseFP's Revenue?

PreciseFP's revenue is <$5 Million

Q: What industry does PreciseFP belong to?

PreciseFP is in the industry of: Financial Software , Software , Customer Engagement Platforms

Q: What is PreciseFP competition?

PreciseFP top competitors include: Barcelona Graduate School of Economics , FYI Brand Group , Alaska Ocean Observing System , Astute Wheel

Q: What companies has PreciseFP acquired?

PreciseFP has acquired the companies: Hubly, PreciseFP, spectruminput.com

Q: What technology does PreciseFP use?

Some of the popular technologies that PreciseFP uses are: WordPress.org, PHP, Cloudflare Website Optimization, Cloudflare CDN

Q: How do I contact PreciseFP?

PreciseFP contact info: Phone number: (603) 634-5130 Website: www.precisefp.com

Q: What does PreciseFP do?

PreciseFP is a comprehensive suite of data-gathering and client-engagement solutions specifically designed for financial advisors. The software enhances operational efficiency by eliminating manual data entry through features such as risk tolerance assessments, workflow automation, and KYC compliance. It allows advisors to engage clients easily, on... board new clients seamlessly, and maintain updated customer profiles across various tools. With its flexible, customizable features and integrations with common financial tools, PreciseFP is aimed at helping financial advisors deliver exceptional client experiences while saving time and resources. Read More

Q: What are PreciseFP social media links?

PreciseFP Linkedin page PreciseFP Twitter page PreciseFP Facebook page

Q: Is PreciseFP a public company?

PreciseFP is private company therefore does not currently have an official ticker symbol

Financial Software · Georgia, United States · 11-50 Employees

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Overview

Headquarters

2650 Holcomb Bridge Rd Ste 320, Alpharet...

Phone Number

(603) 634-5130

Website

www.precisefp.com

Revenue

<$5 Million

Industry

Financial Software

Software

Customer Engagement Platforms

About PreciseFP

PreciseFP is a comprehensive suite of data-gathering and client-engagement solutions specifically designed for financial advisors. The software enhances operational efficiency by eliminating manual data entry through features such as risk tolerance assessments, workflow automation, and KYC compliance. It allows advisors to engage clients easily, onboard new clients seamlessly, and maintain updated customer profiles across various tools. With its flexible, customizable features and integrations with common financial tools, PreciseFP is aimed at helping financial advisors deliver exceptional client experiences while saving time and resources.Explore more

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SIC Code 73,737NAICS Code 54,541Show more

PreciseFP Org Chart

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Richard Thoeny

Executive VP, Product Strategy

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Nathan Lentz

Technical Support Specialist

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