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., 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: ...
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 ...
Pontera and AdvisorEngine integration to streamline 401(k) management; Income Lab and PreciseFP announce new integration; Cetera and Wealth Access launch data insights platform. Pontera and ...
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 ...
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 ...
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, ...
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