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: ...
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., 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 ...
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 ...
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 ...
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 ...
Docupace's PreciseFP Also Rolls Out Strategic integrations with AdvisorEngine, Pulse360 and FP Alpha expand PreciseFP footprint LOS ANGELES, Dec. 6, 2022 /PRNewswire/ -- PreciseFP, the award-winning ...
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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