Steward Partners Uses PreciseFP For Client Data Gathering - PreciseFP

Steward Partners Uses PreciseFP For Client Data Gathering

HOLMDEL, NJ –  April 10, 2024  

In recent wealthmanagement.com article Steward Partners shares how evaluating and adopting new technology strengthens the firm. One technology being PreciseFP used for client data gathering. 

Click here to read the full article.

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. 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

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