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| PreciseFP | Nothing chosen | |
|---|---|---|
| Rating | 4.8 | — |
| Reviews | 4 | — |
| Headquarters | Holmdel, New Jersey, United States | — |
| Founded | 2007 | — |
| Company size | 1-10 | — |
| Pricing model | — | — |
| Starting price | — | — |
| Industry | Financial Services | — |
| Specialties | Data Gathering Software, Client Onboarding, Lead Generation, Lead Capture, Financial Planning, Investment Management, Data Management, Investor Profile, Esignature, Financial Services, DOL Fiduciary Rule, KYC, Data Transfer, Document Management, Risk Tolerance, Electronic Forms, Data Encryption, Compliance Software, GDPR, And GDPR, Advisor Technology, Client Data Collection, Wealth Management Technology, RIA Technology, Advisor Operations, Advisor Workflows, And Workflow Automation | — |
| Technologies | Elementor, Dynamic Conditions, Intercom, Jquery, Google Hosted Libraries, React, Google Ads Conversion Tracking, Albacross, Amazon Route 53, Contact Form 7 ... | — |
| Phone | — | — |
| Website | precisefp.com | — |