Instnt vs PreciseFP
InstntCustomer Onboarding Software
CustomPublished price
PreciseFPFaculty Management Software
From $25 / moPublished price
Instnt Customer Onboarding Software Identity. Insured. | PreciseFP Faculty Management Software AI-Enabled Data Gathering, Built for Financial Advisors | |
|---|---|---|
| Overview | ||
| Category | Customer Onboarding Software | Faculty Management Software |
| What it is | Customer onboarding and fraud loss insurance platform for financial services. | Client onboarding and data gathering platform for advisors automating forms and client data collection. |
| Pricing | ||
| Published price | Custom No public pricing. Instnt uses a performance-based model, charging per accepted customer with premiums scoped to fraud risk exposure and growth goals (subject to underwriting). No… | From $25 / mo PreciseFP publishes retail pricing of $25 per month for each team, plus $15 per month per 100 client profiles. Enterprise pricing remains available on request. |
| Pricing model | Custom quote | Tiered plans |
| Free options | No free plan · No free trial | No free plan · Free trial |
| Deal on Cubbie | None right now | None right now |
| Company | ||
| Founded | 2019 | 2007 |
| Team size | 51-200 employees | 11-50 employees |
| Headquarters | New York, NY | Bennington, VT |