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 ...
HOLMDEL, N.J., Nov. 4, 2025 /PRNewswire/ -- PreciseFP, the award-winning client engagement and data-gathering software from Docupace, today announced the launch of its newly enhanced user interface ...
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: ...
LOS ANGELES, Aug. 21, 2023 /PRNewswire/ -- RightCapital, the fastest-growing financial planning software for financial advisors, and PreciseFP, the award-winning client engagement and data gathering ...
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 ...
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, ...
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