Richard Thoeny Featured in Digital Wealth News

LOS ANGELES – January 2, 2024 – EVP, Product Strategy, Richard Thoeny was featured in recent Digital Wealth News article, “Why Technology Matters When Advisors Switch Firms.”

Click here to read the full article. 

Media Contacts:

Ryan George

Chief Marketing Officer

ryan_george@docupace.com

Make Sure Your Client Forms are Pixel Perfect

Explore the industry-wide shift that did away with big stacks of paperwork and the role PreciseFP has played in facilitating e-signature capabilities nationwide.