PreciseFP, a client engagement and data gathering tool that launched a decade ago, today announced a bidirectional integration with fee-for-service billing provider AdvicePay. “This integration ...

HOLMDEL, N.J., April 15, 2025 /PRNewswire/ -- PreciseFP, the award-winning client engagement and data-gathering software from Docupace, today announced a new integration with Finmate.ai, a rising ...

FP Alpha, a provider of AI-assisted planning software, has announced a partnership to reduce a key headache for financial advisors as they provide advanced planning solutions to clients. The AI-based ...

Two wealthtech platforms have announced new integrations designed to streamline data workflows and deepen the advisor-client planning experience, with both updates converging on a common partner: ...

rightcapital , the fastest-growing financial planning software for financial advisors, and precisefp , the award-winning client engagement and data gathering platform from Docupace, today announced a ...

PreciseFP's wealthtech platform helps financial advisors onboard and manage clients in a faster, more efficient way LOS ANGELES, July 20, 2023 /PRNewswire/ -- PreciseFP, the award-winning client ...

Gathering client data upfront is a critical, but often unnecessarily difficult, first step of any financial advisor-client relationship. Too often, wealth management firms still rely on spreadsheets, ...

Onboarding new clients is a notoriously onerous and time-consuming process for financial advisors, but it’s necessary for a successful relationship. Here’s how to make sure you’re gathering the right ...

SAN FRANCISCO--(BUSINESS WIRE)--Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, today announced a new integration with PreciseFP, the ...