PreciseFP Named a Finalist in the Wealth Management 2025 Industry Awards
Holmdel, NEW JERSEY – June 2, 2025 – PreciseFP was named a finalist in the Wealth Management 2025 Industry Awards.
Client Onboarding / New Account Opening: PreciseFP Onboarding
See the full list of finalists 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.
Media Contacts:
Ryan George
Chief Marketing Officer
Joseph Kuo / Donald Cutler
Haven Tower Group
jkuo@haventower.com / dcutler@haventower.com
