PreciseFP vs Taskray
PreciseFPFaculty Management Software
From $25 / moPublished price
TaskrayCustomer Onboarding Software
CustomPublished price
PreciseFP Faculty Management Software AI-Enabled Data Gathering, Built for Financial Advisors | Taskray Customer Onboarding Software Manage Projects and Onboard Customers in Salesforce | |
|---|---|---|
| Overview | ||
| Category | Faculty Management Software | Customer Onboarding Software |
| What it is | Client onboarding and data gathering platform for advisors automating forms and client data collection. | Customer onboarding and project management platform built natively on Salesforce. |
| Pricing | ||
| Published price | 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. | Custom No public prices. Three plans (Starter, Standard, Premium) all list 'Talk to Sales', so pricing is quoted per customer. Tiered support add-ons (Standard included free, Standard Pl… |
| Pricing model | Tiered plans | Custom quote |
| Free options | No free plan · Free trial | No free plan · No free trial |
| Deal on Cubbie | None right now | None right now |
| Company | ||
| Founded | 2007 | 2013 |
| Team size | 11-50 employees | 51-200 employees |
| Headquarters | Bennington, VT | Chicago, IL |