PreciseFP and FinMate AI Launch New Integration to Provide Data-Entry Free Financial Planning
Integration Empowers Advisors to Go From Discovery Conversation to Generating a Financial Plan through FinMate AI and PreciseFP
Holmdel, NEW JERSEY – Apr 15, 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.
“We’re thrilled to partner with Finmate.ai,” said Richard Thoeny, Executive Vice President of Product Strategy at PreciseFP. “This integration empowers advisors to go beyond collecting data — now they can activate it. Finmate.ai brings powerful automation and intelligence to the data our users already gather, helping them deliver more personalized and proactive financial advice without friction.”
FinMate AI was the first to create an advisor-focused AI notetaker, and FinMate AI is again the first to push the industry forward by allowing advisors to push financial data from a conversation to their planning software.
The first-of-its-kind integration allows financial advisors to pass client data from Finmate.ai’s platform through PreciseFP and directly into core financial planning applications such as eMoney, RightCapital and Envestnet’s MoneyGuidePro.
The FinMate<->PreciseFP integration revolutionizes how advisors progress their prospects through the financial planning process by AI tools to analyze, interpret and generate actionable insights from data. By having FinMate AI extract out client’s know your customer (KYC), financial details and retirement goals from the discovery meetings financial advisors and planners have with prospects, they can now seamlessly transport that data over to PreciseFP without having to enter any of that data manually into one or more systems.
Once the data is in the PreciseFP platform, advisors can enhance the data gathered by sending out client engagements to collect any missing information that wasn’t discussed during the client meeting, and then transfer the full data set over into core and specialty financial planning tools.
“This new capability is a testament to what wealthtech providers can do when they set their sights on improving the advisor/client experience,” said Daniel Yoo, Founder and Chief Executive Officer at Finmate AI. “We think the ease of this process is going to unlock more and more individuals to the high standard of financial advice and guidance they deserve.”
A video tutorial of the end-to-end process is available here.
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.
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