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 ...
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: ...
HOLMDEL, N.J., July 10, 2025 /PRNewswire/ -- Docupace, the premier provider of back-office software to streamline operations of wealth management enterprises and financial advisors, today celebrates ...
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 ...
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 ...
HOLMDEL, N.J., Feb. 29, 2024 /PRNewswire/ -- Income Lab, the #1 most-used retirement distribution planning software for financial advisors, and PreciseFP, the award-winning client engagement and data ...
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 ...
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