HOLMDEL, NJ – March 5, 2024
The Wealth Solutions Report March Wealthtech Roundup features the recent PreciseFP & Income Lab integration.
Read full article here.
Upcoming Income Lab and PreciseFP Integration Demo
To learn more about the PreciseFP and Income Lab integration, join Thoeny and Justin Fitzpatrick, Co-Founder and CIO of Income Lab on Wednesday, March 27 at 1 p.m. EDT, for a special webinar illustrating how to utilize PreciseFP and Income Lab to improve client engagement and be more efficient during the retirement planning process.
Click here to register or follow this link to join the live demo on March 27: https://attendee.gotowebinar.com/register/5265069041642238038
For existing Income Lab and PreciseFP users, additional integration information can be found on the Income Lab Help Center.
About Income Lab
Income Lab provides financial advisors with cutting-edge software for ongoing retirement income management and client engagement. Advisors use Income Lab to give clients targeted, customized advice about how much they can spend, when and how to adjust spending for evolving economic and market conditions, and how to optimize distribution plans for tax efficiency. Income Lab software was ranked the #1 Retirement Distribution Planning Tool in the 2024 T3 | Inside Information Advisor Software Survey, “Best in Show” at the 2022 & 2023 XYPN Advisor Tech Expos, and was named a “Stand-Out in Retirement Distribution Planning” and rated highest in satisfaction and value by the “Kitces.com Report: The Technology that Independent Financial Advisors Actually Use (And Like)”. For more information, please visit www.IncomeLab.io.
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.
Docupace is proud to serve some of the largest independent broker-dealers and registered investment advisers (RIAs) in the financial services industry. The company was recently named a finalist in two categories for WealthManagement.com’s 2022 “Wealthie” Awards and PreciseFP was the 2021 winner in the client onboarding solution category. The company was named to the 2021 Inc. 5000 list of America’s fastest-growing companies; listed as a Top 100 FinTech by Cramer + Associates, named to the Los Angeles Business Journal’s 2021 list of “Disruptors”, won the 2021 Gold Globee® Award for “Hot Technology of the Year”, and included in Industry Wired’s Top 10 list of Most Recommended FinTech Solution Providers in 2020. For more information, please visit www.docupace.com.
Docupace Media Contacts:
Ryan George
Chief Marketing Officer
Joseph Kuo / Donald Cutler
Haven Tower Group
jkuo@haventower.com / dcutler@haventower.com
Income Lab Media Contact:
Ashley Dudzik
Chief Marketing Officer