Partnership Expansion with Income Lab: Faster Processing

HOLMDEL, NEW JERSEY – February 12, 2025 – We are excited to announce an important update to our partnership with Income Lab. While PreciseFP has long integrated over 30 key data points with Income Lab, we have now added the ability to use the Income Lab Optimized Template.

This new template has been tailored to include only the relevant fields that transfer directly from PreciseFP, reducing redundancy and increasing the impact of the data. With this update, Income Lab will be prepopulated with the most accurate client information, enabling financial professionals to create plans more quickly and with greater precision.

To find out how to turn on the integration and learn more about the key data points that move across platforms, click here. For a full walkthrough, watch the video.

For a full list of all our partners, please visit PreciseFP.com/Partners.

Start using the Income Lab Optimized Template today to improve your planning process.

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 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.

Docupace Media Contacts:

Ryan George
Chief Marketing Officer
ryan_george@docupace.com

Joseph Kuo / Donald Cutler
Haven Tower Group
jkuo@haventower.com / dcutler@haventower.com