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 ...

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 ...

Docupace's AI-Enabled Client Data Gathering and Workflow Automation Platforms Achieve Record Impact, Saving Advisory Firms $29.7 Million While Dramatically Improving Client Experience According to ...

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 ...

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 ...