PreciseFP & Zocks Integration Streamlines Advisor Onboarding
HOLMDEL, N.J. – July 22, 2025 – PreciseFP, the award-winning client engagement and data-gathering software from Docupace, PreciseFP has partnered with the AI-assistant platform Zocks to automate data collection and client onboarding workflows for advisors. This bi-directional link allows conversational inputs captured by Zocks to sync directly into PreciseFP’s fact-finding and account-opening forms, significantly reducing manual entry and accelerating the path from initial contact to advice. Recent Wealth Solutions Report WealthTech Roundup sums it up here.
About Docupace
Docupace is a software provider focused on digitizing and automating operations in the financial advice and investment industry. Financial services firms use the company’s cloud-based platforms (Docupace, Hubly and PreciseFP) to reduce back-office expenses, improve efficiency, strengthen recruiting, and enhance the experience of advisors and investors. With headquarters in Holmdel, New Jersey, 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.
Media Contacts:
Ryan George
Chief Marketing Officer
Joseph Kuo / Donald Cutler
Haven Tower Group
jkuo@haventower.com / dcutler@haventower.com
