Program to extend the benefits of PreciseFP to a broader network while offering exclusive rewards HOLMDEL, N.J., Aug. 6, 2024 /PRNewswire/ -- PreciseFP, the award-winning client engagement and ...

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 ...

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 ...

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: ...

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 ...

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 ...

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 ...

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, ...

Once an advisor enables the RightCapital integration within PreciseFP, they can select accounts to sync household data including Client and Co-Client contact information, family members, income, ...