PreciseFP

For us, data gathering was never an afterthought. We've been improving on it since 2007 and we're honored to be one of the first experiences your clients will share with you. We make sure your clients provide complete information and we point out errors along the way so that they can address them right then and there, making it less likely for you to encounter any NIGO issues. By automating the data-gathering process and integrating with your CRM and financial planning tools, we drastically reduce the cost of building a financial plan. We are committed to making you better at what you do and we want to be the standard against which all methods of client data-gathering are measured.