PreciseFP Ratings (September 2025)
This page breaks down PreciseFP ratings from all verified review sources to give you a clear, unbiased view of what real users think in September 2025.
We’ve aggregated the latest scores from all major platforms like Trustpilot, G2, Capterra and many more to help you understand PreciseFP’s overall reputation. This data-driven overview will show you exactly how PreciseFP is rated - including how it compares to competitors.
PreciseFP's Overall Rating Summary
- Average Rating:4.7/5
- Total Reviews:64 reviews
- Sources:G2, Capterra, Getapp, Softwareadvice
- Last updated:September 1, 2025
PreciseFP Ratings by Source
| Platform | Rating | Reviews | Last Update |
|---|---|---|---|
 G2 | 4.7/5 | 46+ reviews | 01.09.25 |
 Capterra | 4.8/5 | 6+ reviews | 01.09.25 |
 Getapp | 4.8/5 | 6+ reviews | 01.09.25 |
 Softwareadvice | 4.8/5 | 6+ reviews | 01.09.25 |
What is PreciseFP?
PreciseFP empowers financial advisors by eradicating manual data entry and enhancing operational efficiency, offering tools for risk tolerance assessment, workflow automation, KYC compliance, and client data transfer. It allows seamless client engagement and data export to CRM or Financial Planning tools, with customizable engagement templates to fit unique client needs. The platform integrates with frequently used tools, replacing seldom-used services, and provides a secure, user-friendly way to gather client information.
🤔 PreciseFP vs Competitors: How Do Ratings Compare?
Check out PreciseFP AlternativesFrequently Asked Questions
How trustworthy is PreciseFP?
According to G2 and Capterra review sites PreciseFP holds ratings of 4.7/5 and 4.8/5 respectively from 52 reviews, indicating a strong level of trust and satisfaction among users as of September 2025.
How many stars is PreciseFP rated?
PreciseFP has an average star rating of 4.7 out of 5 stars based on average of 64 reviews as of September 2025.
Where does the rating data come from?
The ratings are pulled from PreciseFP public reviews pages on platforms: G2, Capterra, Getapp, Softwareadvice. We update these ratings monthly to ensure they reflect the most current customer feedback.
How overall average rating for PreciseFP is calculated?
The overall average rating is calculated by taking the weighted average of all ratings, using the total reviews count from each platform as the weight.