Seeking Alpha

PreciseFP Announces Partnership with LPL Financial to Provide Advisors with Award-Winning Client Data-Gathering Solution

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 ...
Yahoo Finance

PreciseFP Unveils New Interface, Puts AI at the Center of Client Data Gathering

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 ...
Morningstar

PreciseFP and FinMate AI Launch New Integration to Provide Data-Entry Free Financial Planning

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 ...
Business Wire

Zocks and PreciseFP Partner to Automate Client Onboarding and Data Collection Workflows Directly from Conversations

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 ...
Business Insider

RightCapital and PreciseFP Announce New Data Integration to Better Serve Financial Planning Community

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 ...
Wane

PreciseFP Launches New Enterprise Engagement Model to Consolidate Data Gathering Workflows and Elevate Service Experience for Firms, Advisors and Clients

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 ...