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 ...

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: ...

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 ...

Sawtelle-based Docupace Technologies, which offers cloud-based wealth management technology, acquired PreciseFP, an Alpharetta, Ga.-based wealth data company, it announced Sept. 30. The deal, first ...

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 ...

Merrill Lynch rolled out its MAX application this week. Short for mobile advisor experience, the iOS-only application (it runs on both iPhones and iPads) is the latest iteration of the firm’s ongoing ...

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 ...

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, ...