PreciseFP and Holistiplan Link Up to Smooth Advisors' Tax-Data Trifles

HOLMDEL, NEW JERSEY – August 1, 2024 – PreciseFP and Holistiplan, two prominent players in the planning fintech space, have forged an alliance to help ease the notoriously irksome process of tax data collection for financial advisors.

Read the full article here from Investment News.

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Docupace is a software 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. With headquarters in Holmdel, New Jersey, Docupace is proud to serve some of the largest independent broker-dealers and registered investment advisers (RIAs) in the financial services industry.

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