Precisefp
PreciseFP is an AI-enabled data-gathering SaaS platform for financial advisors, RIAs, and broker-dealers that automates client onboarding, KYC, risk assessment, and workflows via customizable forms and 40 native integrations, operating as a product brand under Docupace Technologies.
- Company typePrivate
- Founded2006
- HeadquartersAlpharetta, United States
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What Precisefp does
PreciseFP is an AI-enabled data-gathering SaaS platform purpose-built for financial advisors, RIAs, and broker-dealers. Founded in 2006 and operated as a product brand under Docupace Technologies, LLC since a 2021 acquisition, the platform streamlines client onboarding, KYC compliance, risk-tolerance assessment, digital service agreements, lead nurturing, and workflow automation through customizable forms and 40 native integrations with CRM, financial planning, document management, scheduling, custodian, and billing platforms. Core technology includes a generative AI Assistant that converts natural-language prompts into client-ready forms with prefilled data, real-time data validation to reduce NIGO (Not In Good Order) rates, and Model Context Protocol connectors that expose platform data to third-party AI assistants such as Claude and ChatGPT.
The product suite spans Fact Finders, Risk Tolerance Tools, Digital Service Agreements with e-signature, KYC and Compliance Tools, Workflow Automation, Lead Nurturing toolsets, and a RESTful Developer API (V3). PreciseFP generates reported customer outcomes of 198,012 hours saved and $29.7M in productivity gains in 2025, with 400,000+ accounts under automation. The platform is SOC 2 Type 2, GDPR, and CCPA compliant.
The business model is SaaS subscription: a publicly listed Standard tier at $89/month targeting solo practitioners (1 user, 100 profiles, 1 team) and a custom Enterprise tier for firms with 10+ employees, augmented by per-seat ($49/month), per-team ($25/month), and per-100-profile ($15/month) add-ons. Distribution combines self-service 14-day free trials with enterprise sales, supported by a Resource Partners program of five implementation specialists, content marketing, an AI Certified Webinar Series, an ROI calculator, and an event presence at industry conferences such as T3.
Precisefp firmographics
Firmographics- Name
- Precisefp
- Legal name
- Docupace Technologies, LLC
- Website
- https://precisefp.com
- Company type
- Private
- Founded year
- 2006
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- PreciseFP is an AI-enabled data-gathering SaaS platform for financial advisors, RIAs, and broker-dealers that automates client onboarding, KYC, risk assessment, and workflows via customizable forms and 40 native integrations, operating as a product brand under Docupace Technologies.
- Ownership category
- akta.pro rank
Precisefp industry classification
Industry- Product category
- Wealth Management Practice Management Software
- NAICS
- Custom Computer Programming Services (541511), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821)
- SIC
- Services-Computer Programming, Data Processing, Etc. (7370), Services-Computer Integrated Systems Design (7373)
- akta.pro primary industry
- Fund Document & Data Management (Prospectus/KIID, Data Quality, Master Data) (FSAAAMAL)
Keywords
Where Precisefp is headquartered
LocationHeadquarters
- HQ city
- Alpharetta
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Precisefp business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure
Revenue model
- Software Subscription - Standard: Monthly subscription model for small businesses and solo practitioners at $89/month with 100 account profiles and one user included. Additional users, teams, and account profiles available at add-on pricing.
- Software Subscription - Enterprise: Custom enterprise pricing for businesses with 10+ employees with tailor-made solutions and volume pricing. Contact sales for quote.
- Add-on Services: Additional user seats at $49/month, additional teams at $25/month, and 100 account profile packages at $15/month for customers needing to scale beyond base tiers.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Standard plan at $89/month for solo practitioners with basic features |
| Subscription | Multi-year contract | Enterprise custom pricing for larger businesses with 10+ employees |
| Per seat | Monthly | Additional user seat at $49/month |
| Unit Pricing | Monthly | Additional team at $25/month |
| Unit Pricing | Monthly | Account profile package at $15/month per 100 profiles |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels9 records
Precisefp product offering
Product offeringCore offering
PreciseFP is an AI-enabled data gathering platform built for financial advisors that streamlines client onboarding, fact-finding, risk tolerance assessment, and compliance documentation. The product uses natural language prompts to generate client-ready forms with prefilled information and connects with 40+ CRM, financial planning, document management, scheduling, custodian, and billing integrations. It also offers digital service agreements with e-signature, workflow automation, lead nurturing tools, and a Developer API for custom integrations.
Product overview
PreciseFP is an AI-enabled data gathering platform built specifically for financial advisors. The core platform includes customizable Fact Finders, Risk Tolerance Tools, Digital Service Agreements, KYC and Compliance Tools, Workflow Automation, and Lead Nurturing Tools. The product integrates a forms library, pre-configured Fact Finders, risk assessment questionnaires, and e-signature functionality. Key features include the AI Assistant for natural language form/report creation, workflow automation for client onboarding and periodic reminders, and Developer API (V3) for custom integrations. The platform connects with 40+ advisory tech integrations across CRM, financial planning, document management, scheduling, AI & automation, custodian, and billing categories. PreciseFP is designed to eliminate manual data entry by enabling secure, pre-filled data collection with real-time validation and bi-directional sync with connected tools.
Differentiator
Problem solved
Functional benefit
Products and services
- PreciseFP Core Platform AI-enabled data gathering platform for financial advisors that streamlines client onboarding, data collection, and lead generation through integrations with CRM systems and financial planning tools.
- Fact Finders
Quantifiable outcome
- 198,012 hours saved by PreciseFP alone in 2025
- +8 more outcomes
Companies that use Precisefp
Customer profileNamed customers18 records
Segments3 records
Ideal customer profiles2 records
Precisefp technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration39 records
AI capability6 records
Feature9 records
Precisefp partnerships and signals
Strategic signalPartnerships
44 partnerships are on record, tiered core and strategic.
- QuincoreIntegration connecting Quin AI's client intelligence capabilities with PreciseFP's data gathering platform. Helps advisors know every client instantly by combining Quin AI's conversation analysis with PreciseFP's structured data collection.
- SalesforcecoreCRM integration allowing bi-directional sync of client/prospect data between Salesforce and PreciseFP. Enables single-click import and export of contact and account information.
- WealthboxcoreCRM integration with Wealthbox enabling advisors to sync client data and automate workflows between the platforms.
- RedtailcoreCRM integration with Redtail Technology for financial advisors, enabling client data synchronization and workflow automation.
- eMoneycoreBi-directional integration with eMoney Advisor financial planning platform. Integrates approximately 80% of standard account profile with bi-directional data sync capability. Includes optimized fact finder template.
- MoneyGuidecoreIntegration with MoneyGuide financial planning software enabling data flow between client intake and planning tools.
- RightCapitalcoreFinancial planning integration with RightCapital for seamless data transfer between client onboarding and planning processes.
- Charles SchwabcoreIntegration with Schwab Advisor Center allowing direct import of client/prospect data to Forms & Applications section. Integrates personal, contact, and employment information.
- DocuSigncoreE-signature integration enabling advisors to present prefilled electronic forms that clients complete and electronically sign on any device, accelerating onboarding process.
- DocupacestrategicParent company integration. Bi-directional sync of client/prospect data from PreciseFP into Docupace platform for processing, workflow automation, and operations management.
- AdvisorEnginecoreCRM and portfolio management integration powering financial advice for over 1,200 wealth management firms. Bi-directional integration syncing contact, employment, and family member information.
- Asset-MapcoreVisual financial planning integration importing/exporting client data including contact, household, insurance, assets, liabilities, and cash flow information.
- HolistiplancoreIntegration with Holistiplan financial planning tool for data synchronization and workflow optimization.
- Income LabcoreIntegration with Income Lab for financial planning and income analysis data synchronization.
- CalendlycoreScheduling integration allowing Calendly pages to be embedded in PreciseFP templates, enabling clients to schedule meetings directly from engagement forms.
- Acuity SchedulingcoreOnline appointment scheduling integration allowing embedding of Acuity Scheduling in PreciseFP templates with automatic calendar updates.
- FinMate AIcoreAI integration capturing client conversations and automatically organizing financial details, with data delivered directly into PreciseFP and connected planning tools.
- ZapiercoreAutomation integration via Zapier enabling connections to hundreds of additional applications and custom workflows beyond native integrations.
- BoxcoreDocument management integration automatically sending uploaded documents to Box.com with folders organized by client name and engagement date.
- DropboxcoreDocument storage integration automatically routing documents to Dropbox with client/organized folder structure.
- Google DrivecoreIntegration with Google Drive for document storage and synchronization of client files.
- Citrix ShareFilecoreSecure document management integration routing uploaded documents to designated ShareFile folders with client organization.
- OneDrivecoreMicrosoft OneDrive integration for document storage and synchronization with Microsoft 365 workflow.
- AdvicePaycorePayment processing integration for financial planners, importing/exporting client information and invoice data with customizable field mapping.
- PractificoreBusiness management platform integration for wealth management firms syncing client and operational data.
- SmartOfficecoreCRM integration with SmartOffice for client data synchronization and workflow management.
- XLR8coreCRM integration with XLR8 for financial advisor client management and data synchronization.
- BlueleafcoreIntegration with Blueleaf automation platform for rebalancing, reporting, billing, and client engagement with daily account balance updates.
- FlextractcoreDocument processing integration helping advisory firms extract and structure data from financial documents.
- FocalcoreFinancial planning integration with Focal for data synchronization and workflow optimization.
- ZockscoreFinancial planning platform integration connecting Zocks planning tools with PreciseFP data gathering capabilities.
- Pulse360coreClient experience platform integration enhancing advisor-client communication and engagement workflows.
- EZ College PlanningcoreCollege planning software integration generating premium planning reports through engagement templates.
- Altruist / Shareholders Service GroupcoreCustodian integration with Altruist and SSG for account management and data synchronization.
- OnceHubcoreScheduling integration with OnceHub for meeting booking embedded in client engagement flows.
- GReminderscoreReminder and scheduling integration helping advisors manage client appointments and follow-ups.
- Microsoft BookingscoreMicrosoft 365 scheduling integration for meeting booking within the Microsoft ecosystem.
- Zoom SchedulercoreVideo conferencing scheduling integration enabling seamless meeting booking via Zoom.
- ZynCalcoreCalendar scheduling integration for embedding appointment booking in client engagement processes.
- Advisor DigitalcoreOfficially endorsed resource partner offering expert, concierge-level PreciseFP implementation services. Contact: Dan Garrett.
- Advisor Tech PartnerscoreOfficially endorsed resource partner providing implementation and consulting services for PreciseFP. Contact: Jeff Rusin.
- Beemo AutomationcoreAutomation-focused resource partner helping firms maximize PreciseFP results through expert implementation. Contact: Ben Olsen.
- Simplicity OpscoreOperations-focused resource partner offering expert PreciseFP implementation and optimization services. Contact: Kate Guillen.
- Stephanie Dannebaum ConsultingcoreConsulting resource partner specializing in PreciseFP implementation and practice management. Contact: Stephanie Dannebaum.
Scale indicators7 records
Recent moves6 records
Expansion highlights6 records
Precisefp competitors and assessment
Company assessmentDirect peers
- Wealthbox: CRM and contact management platform purpose-built for financial advisors, with similar integrations into financial planning and document tools. Overlaps with PreciseFP in advisor client data workflows and integrations (mutual integration partnership).
- Redtail Technology: Long-standing CRM for financial advisors with client engagement and workflow tools. Direct overlap with PreciseFP on advisor client-data management and integrations (mutual integration partnership).
- AdvisorEngine: Wealth management platform powering over 1,200 firms with CRM and portfolio management. Bi-directionally integrated with PreciseFP and competes on overlap of advisor-client data and onboarding workflows.
- eMoney Advisor: Financial planning platform for advisors, with bi-directional PreciseFP integration. Competes indirectly by extending its own client data and onboarding workflows into adjacent use cases.
- MoneyGuide: Financial planning software used by advisors for goal-based planning. Integration partner with PreciseFP; competes indirectly on client data intake feeding the planning process.
- Riskalyze: Risk tolerance and client profiling platform for advisors. Closest direct competitor to PreciseFP's Risk Tolerance Questionnaire product, serving the same compliance-driven use case.
Broad incumbents
- Salesforce Financial Services Cloud: Enterprise CRM platform with a financial services vertical that includes advisor client data, KYC, and onboarding workflows. A larger incumbent that competes broadly with PreciseFP's CRM-adjacent capabilities.
Emerging players
- RightCapital: Financial planning platform with strong RIA adoption. Integrates with PreciseFP and partially overlaps in client onboarding and data collection workflows.
- Holistiplan: Tax planning tool for financial advisors with a focus on integrating client data into planning workflows. PreciseFP integration partner; partial overlap in data collection/intake.
Others
- Docupace: Parent company of PreciseFP, providing back-office automation and operations processing for wealth management firms. Adjacent by ownership rather than direct competition; enables PreciseFP's enterprise cross-sell.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Precisefp social profiles
Digital presencePrecisefp compliance and trust
Trust signalCompliance3 records
Precisefp financial estimates
Financial estimateRevenue estimate
Valuation estimate
Precisefp leadership team
Management profileNumber of profiles
Profiles10 records
Precisefp funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Precisefp M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Precisefp
What does Precisefp do?
PreciseFP is an AI-enabled data gathering platform built for financial advisors that streamlines client onboarding, fact-finding, risk tolerance assessment, and compliance documentation. The product uses natural language prompts to generate client-ready forms with prefilled information and connects with 40+ CRM, financial planning, document management, scheduling, custodian, and billing integrations. It also offers digital service agreements with e-signature, workflow automation, lead nurturing tools, and a Developer API for custom integrations.
Is Precisefp a public or private company?
Precisefp is a private company. It is classified as corporate owned and is currently operating.
When was Precisefp founded?
Precisefp was founded in 2006. It employs 1 to 10 people.
Where is Precisefp based?
Precisefp is headquartered in Alpharetta, United States, in the North America region.
How does Precisefp make money?
Three revenue lines are on record. Software Subscription - Standard is the primary driver. The others are software Subscription - Enterprise and add-on Services.
Who are Precisefp's main competitors?
Direct peers on record are Wealthbox, Redtail Technology, AdvisorEngine, eMoney Advisor, MoneyGuide and Riskalyze. Salesforce Financial Services Cloud is listed as a broad incumbent. Emerging players are RightCapital and Holistiplan. Docupace is listed as an others.
Does Precisefp have an API?
Yes. PreciseFP provides a set of RESTful APIs (V3) that allow users to interact with their data, build custom workflows, and integrate their current tech stack with PreciseFP tools and services. Authentication solutions are available and determined based on use case. The API documentation is available on the Docupace developer resources page. Developer documentation is at www.docupace.com/developer-resources.
What industry is Precisefp in?
Precisefp's product category is Wealth Management Practice Management Software. Its primary akta.pro industry code is FSAAAMAL, Fund Document & Data Management (Prospectus/KIID, Data Quality, Master Data). Its NAICS code is 541511 and its SIC code is 7370.