Docupace Acquires Award-Winning Client Onboarding Provider PreciseFP

It is with great excitement that I announce to you today that PreciseFP has officially been acquired by Docupace.You can read the full press release here.

Docupace, a long-time leader in cloud-based fintech digital operations software for the wealth management industry, believes we’re in the midst of a “back office revolution” where antiquated, manual and paper-based operational processes are being replaced by smooth, efficient, transparent and error-free workflows through technology.

Docupace is carrying the torch for financial advisors and back office professionals by solving operational challenges for wealth management firms, large and small, by delivering a consolidated new account opening process, digital forms creation, electronically signed documents and integration with third-parties that eliminates duplicate data entry and enables straight-through-processing workflows soon to be powered by artificial intelligence and robotic process automation.

What does this mean for PreciseFP? Aside from it being “business as usual”, as we go about serving you, our beloved advisor, it will also be “business unusual” in that this acquisition brings with it a wealth of resources that we previously did not enjoy as a smaller organization. Not only will we benefit from the business operations support that a larger organization can offer, we will also be tapping into the collective brainpower of some of the brightest minds in the advisor fintech space and enhancing our platform to leverage Docupace’s robust enterprise technology and integrations, which today are used by over 60,000 financial professionals each year. I believe this is truly a case of 1 + 1 > 2.

It also means that you will continue to be served by the PreciseFP family. We’re not going anywhere. And our commitment to you hasn’t changed. We will always put yours and your clients’ needs first. This much I promise you.

I have spent the last several months getting to know the good people at Docupace. They are committed to supporting us as we grow PreciseFP into an even more powerful client engagement and onboarding platform. I am confident that the additional support that Docupace will provide will allow us to focus on innovating and delivering the best PreciseFP yet. And the best part: we’re just getting started.

Don Whalen | CEO

Start your free 7 day trial

Hassle-free data gathering