News and Events
Get the Latest on Our Platform, Our Team, and the Data Gathering Software Industry
August 6, 2024: PreciseFP Launches New Peer Referral Program to Enhance Client Engagement
April 17, 2024: Docupace Wins Gold, Silver and Bronze Stevie® Awards for Excellence in Sales & Customer Service
March 27, 2024: FA Alpha and PreciseFP Announce Partnership to Assist Financial Advisors with Advanced Planning
March 5, 2024: PreciseFP + Income Lab Integration Featured in Wealth Solutions Report Roundup
March 1, 2024: Docupace Wins in Onboarding Product Category at WealthBriefing WealthTech Americas Awards 2024
February 29, 2024: New Integration Between Income Lab and PreciseFP Boosts Confidence for Retirees
October 11, 2023: New ProAdvisorSuite™ Initiative Unlocks Savings and Delivers Efficiency to Financial Advisors
August 21, 2023: RightCapital and PreciseFP Announce New Data Integration to Better Serve Financial Planning Community
July 20, 2023: PreciseFP Announces Partnership with LPL Financial to Provide Advisors with Award-Winning Client Data-Gathering Solution
July 6, 2023: Upoming Live Webinar: How Advisors Use PreciseFP and Redtail to Expedite Processes
December 15, 2022: Docupace Launches New Productivity Toolkit for Financial Advisors and RIA Firms
October 13, 2022: Docupace Names Wealth Management and Wealthtech Leader Lori Hardwick Chair of Board of Directors
June 28, 2022: Docupace Advisor Transitions Program Celebrates 500,000th Client Account Served
June 23, 2022: Docupace Compliance TRACKR™ Simplifies Complex, Expanding Advisor Compliance Requirements
“We specialize in creating comprehensive financial plans for individuals as an employer benefit, and we work with large companies; our largest has 8,000 employees… Any tool that can offload some or all client data input to the client is worth trying… This process, he added, has the benefit of making the client more involved and engaged in a collaborative process.”
Sloan Walters
Blakely Walters Wealth Management
“Bill Winterberg of FPPad recently interviewed our co-founder Don Whalen about our improved Redtail and SmartOffice integrations and other exciting developments with PreciseFP. In spite of the podcast only being available for the last two weeks of December, it was in the top 5 most downloaded podcasts in 2012! Thanks Bill for the podcast and thank you advisors for downloading it in such large numbers!”
FP Pad
“Clients appreciate it when you are organized in the way you get info from them; I think it comes in cleaner than what you get from a paper-based form.”
Ben Jennings, CFP®
Soundview Advisors
“PreciseFP™ offers numerous benefits other than just cost savings. First, because the software makes it so much easier to update existing questionnaires, you’ll probably use them more frequently with clients. Doing so can reveal changing client circumstances that they might not otherwise discuss with you in a timely fashion, or it might reveal additional revenue opportunities.”
Joel P. Bruckenstein
Publisher
“…[PreciseFP] is one of those things that make you wonder why nobody has done this before. It is certainly worth checking out.”
Joel Bruckenstein
Applied Technology for Financial Professionals Expert
As a former COO for a financial advisory firm, I remember the struggle involved with collecting client data. I discovered the key is to make it as simple for them as possible. After all, isn’t that why they’re paying us? With PreciseFP, not only do you look more professional in your clients’ eyes by offering them a clean, easy-to-use data gatherer that they actually enjoy using, but they [the clients] are now doing your data entry work for you! How’s that for a win-win!”
