Portal vs PreciseFP
PortalClient Portal Software
PreciseFPFaculty Management Software
From $25 / moPublished price
Portal Client Portal Software One superintelligence, entirely your own. | PreciseFP Faculty Management Software AI-Enabled Data Gathering, Built for Financial Advisors | |
|---|---|---|
| Overview | ||
| Category | Client Portal Software | Faculty Management Software |
| What it is | Branded client portal for agencies and consultants with messaging, files, tasks, and billing. | Client onboarding and data gathering platform for advisors automating forms and client data collection. |
| Pricing | ||
| Published price | Not published | 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 | Not available | Tiered plans |
| Free options | Not available | No free plan · Free trial |
| Deal on Cubbie | None right now | None right now |
| Company | ||
| Founded | 2020 | 2007 |
| Team size | 11-50 employees | 11-50 employees |
| Headquarters | New York, NY | Bennington, VT |