News and Events from PreciseFP

News and Events

Get the Latest on Our Platform, Our Team, and the Data Gathering Software Industry

May 23, 2024: PreciseFP Announces Integration with GReminders

 

 

April 18, 2024: WealthTech Today Podcast with Craig Iskowitz Mentions PreciseFP

 

 

April 17, 2024: Docupace Wins Gold, Silver and Bronze Stevie® Awards for Excellence in Sales & Customer Service

 

April 10, 2024: Steward Partners Uses PreciseFP For Client Data Gathering

 

 

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

 

January 29, 2024: Richard Thoeny Featured in FA Magazine

 

 

January 11, 2024: PreciseFP gives 2024 Market Outlook

 

 

January 2, 2024: Richard Thoeny Featured in Digital Wealth News

 

 

November 16, 2023: PreciseFP Publishes New Estate Planning Template

 

 

November 6, 2023: EVP, Product Strategy Participates in WealthTech Today Podcast

 

October 23, 2023: EVP, Product Strategy Featured in Digital Wealth News

 

 

October 11, 2023: New ProAdvisorSuite™ Initiative Unlocks Savings and Delivers Efficiency to Financial Advisors

 

September 20, 2023: PreciseFP Attends XYPN Live 2023.

 

 

September 6, 2023: PreciseFP Featured in PlanAdviser Article.

 

 

August 21, 2023: RightCapital and PreciseFP Announce New Data Integration to Better Serve Financial Planning Community


August 18, 2023: PreciseFP Featured in Recent Wealth Solutions Report



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

 

January 31, 2023: Docupace Adds Mike Zebrowski as Chief Operating Officer

 

January 10, 2023: Docupace Holiday Give Back Provides 130,000 Meals to Local Communities

 

December 28, 2022: Docupace to Host Industry Leaders in 2023 Kickoff Roundtables

 

December 15, 2022: Docupace Launches New Productivity Toolkit for Financial Advisors and RIA Firms

 

December 9, 2022: Docupace Named WealthTech Firm of The Year

 

December 6, 2022: PreciseFP Launches New Enterprise Engagement Model

 

October 13, 2022: Docupace Names Wealth Management and Wealthtech Leader Lori Hardwick Chair of Board of Directors

 

August 3, 2022: Richard Thoeny Featured in Recent Investment News Article

 

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

 

May 26, 2022: Richard Thoeny Named Top 25 Software Product Executives 2022

 

April 20, 2022: Docupace Named to WealthTech 100 List of Top FinTech Companies

“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!”

Ginny Hudgens
President

Level Up Your Financial Advising Game

Understand what makes your clients comfortable (or uncomfortable) with financial risks with our how-to guide.