ROJ NJ Reports on Holistiplan and PreciseFP New Integration

HOLMDEL, NEW JERSEY – August 5, 2024 – ROJ-NJ.com reports on the new integration with Holistiplan and PreciseFP.

Read the full article here from ROI-NJ. 

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. 

For more information, please visit www.docupace.com.

Docupace Media Contacts:

Ryan George
Chief Marketing Officer
ryan_george@docupace.com

Joseph Kuo / Donald Cutler
Haven Tower Group
jkuo@haventower.com / dcutler@haventower.com