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 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 ...
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: ...
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 ...
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