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, July 20, 2023 /PRNewswire/ -- PreciseFP, the award-winning client engagement and data gathering platform from Docupace, today announced a new partnership with LPL Financial (LPLA). More ...

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: ...

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, ...

PreciseFP and Holistiplan, two prominent players in the planning fintech space, have forged an alliance to help ease the notoriously irksome process of tax data collection for financial advisors. The ...

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 ...

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 ...

PreciseFP's wealthtech platform helps financial advisors onboard and manage clients in a faster, more efficient way LOS ANGELES, July 20, 2023 /PRNewswire/ -- PreciseFP, the award-winning client ...