Coverage of PreciseFP and FinMate AI Launch New Integration to Provide Data-Entry Free Financial Planning
Holmdel, NEW JERSEY – Apr 21, 2025 – PreciseFP, the award-winning client engagement and data-gathering software from Docupace, today announced a new integration with Finmate.ai, a rising innovator in AI-assisted notetaking for financial advisors, today announced a new integration engagement that allows financial advisors to effortlessly go from a discovery conversation to a generated financial plan.
Industry news covers this announcement. Click links to read more:
About Docupace
PreciseFP was acquired by Docupace in September 2021, advancing the company’s mission to deliver 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 Docupace Platform (a cloud-based, integrated software suite) to reduce back-office expenses, improve efficiency, strengthen recruiting and enhance the experience of advisors and investors.
For more information, please visit www.docupace.com.
About Finmate AI
FinMate AI is an AI Assistant for Financial Advisors built by Financial Advisors. FinMate launched in May 2023, establishing this niche product category. FinMate AI is an AI software solutions provider focused on using the power of AI to automate operations for the financial services and insurance industries to empower advisors and agents to spend more time in front of clients, and less in back office work. Advisors and agents use FinMate to automate operations including note-taking, task generation and delegation, and data transfer to their core technologies.
Media Contacts:
Ryan George
Chief Marketing Officer
Joseph Kuo / Donald Cutler
Haven Tower Group
jkuo@haventower.com / dcutler@haventower.com
