A Refreshed Look for PreciseFP
Holmdel, NEW JERSEY, October 14, 2025 – You may notice things look a little different the next time you log in. PreciseFP has a refreshed interface designed to make your workspace cleaner, lighter and easier to navigate without changing how you work.
Why We Made the Change
“We’ve modernized PreciseFP’s interface to make it cleaner, simpler and more intuitive so technology feels effortless. This refresh ensures our platform continues to evolve with the professionals who trust it most,” said Richard Theony, EVP of Product Strategy at PreciseFP.
We simplified the layout, adjusted colors for better contrast and gave key areas more breathing room so you can find what you need faster. The new look reflects how PreciseFP continues to evolve alongside the firms that rely on it every day.
Highlights of the Updated Interface
- Clean, modern design with softer colors and more breathing room
- Improved readability with higher contrast and larger font sizes
- “Prefer the Old Look?” toggle to switch back instantly
- Smarter organization of Recent Activity with clearer timestamps
Try the New Look
You can toggle the refreshed interface on or off anytime to explore the changes at your own pace. We think you’ll find it feels familiar, just sharper, simpler and more polished.
Log in to explore the refreshed PreciseFP look.
About Docupace
PreciseFP was acquired by Docupace in September 2021 to advance the company’s mission of delivering an end-to-end wealthtech ecosystem for advisors to engage clients and prospects. Docupace is a software solutions provider focused on digitizing and automating operations in the financial advice and investment industry. Financial services firms use the company’s platforms (Docupace, Hubly and PreciseFP) to reduce back-office expenses, improve efficiency, strengthen recruiting and enhance the experience of advisors and investors.
For more information, visit www.docupace.com.
PreciseFP Media Contact
Ryan George
Chief Marketing Officer
ryan_george@docupace.com
