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., July 10, 2025 /PRNewswire/ -- Docupace, the premier provider of back-office software to streamline operations of wealth management enterprises and financial advisors, today celebrates ...

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 ...

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 ...

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 ...

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 ...

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 ...

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, ...