PreciseFP

PreciseFP is a financial planning software designed for financial advisors. It enables users to read customizable sections, track data updates, set pipelines on clients and prospects on a journey, manage customizable agreements with e-signature, collect data through engagements, automate prospect qualifying processes, track actions in an organized account ti... show more

COMPANIES WE TRACK USING PreciseFP
60
+17.86%
12 MONTHS CHANGE
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Companies Currently Using PreciseFP

Download CSV Sample (25 companies)
Company NameWebsiteHQ AddressCityStateZipCountryTop Level IndustrySub Level IndustryEmployeesRevenue (USD)PhoneLast Verified
Foster & Motley Inc. fosterandmotley.com 7755 Montgomery Rd, Ste 100 Cincinnati OH 45236-4291 US Business Services Management & Business Consulting From 10 to 49 From $1,000,000 to $9,999,999 (513) 561-6640 10 months ago
Strittmatter Wealth Management Group, LLC strittmatterwealth.com 101 Summit Ave, Ste 910 Fort Worth TX 76102-2616 US Finance Brokerage Less than 10 From $1,000,000 to $9,999,999 (817) 210-3444 a year ago
Docupace Technologies docupace.com 400 Corporate Pointe, Suite 300 Culver City CA 90230 US Technical Software Development & Technical Consulting Less than 10 From $10,000,000 to $49,999,999 - a year ago
BFG Financial Advisors bfgfa.com 16 Greenmeadow Dr, Ste 201 Lutherville-Timonium MD 21093-3231 US Finance General Financial Services & Insights Unknown From $1,000,000 to $9,999,999 (410) 853-7805 7 months ago
Alexis Advisors, LLC alexisadvisors.com 5380 Twin Hickory Rd Glen Allen VA 23059-5682 US Finance Brokerage Less than 10 From $1,000,000 to $9,999,999 - a year ago
B.E.S.T. Wealth Management, LLC bestwealth.net 10880 Baur Blvd St. Louis MO 63132-1632 US Finance Brokerage Less than 10 From $10,000,000 to $49,999,999 (314) 801-1324 8 months ago

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