Log In
Sign Up

WealthTech Today Podcast Mentions PreciseFP

Ep. 236: April WealthTech News of the WealthTech Today Podcast with Craig Iskowitz discusses the recent integration between PreciseFP and FP Alpha.

Click here to listen to the full episode.

Media Contacts
Ryan George
Chief Marketing Officer
ryan_george@docupace.com
Donald Cutler
Haven Tower Group
dcutler@haventower.com

More News

  • News & Events

Docupace Acquires InvestEdge; Appoints Data & Analytics Veteran Brian Filanowski as CEO

  • News & Events

Digital Wealth News’ Advisor Tech Talk Notes Docupace Solutions Deliver Major Productivity Gains for Advisors

  • News & Events

InvestmentNews Spotlights Docupace’s 200,000-Hour Productivity Windfall for PreciseFP and Hubly Users One-Sentence Summary

  • News & Events

WealthStack Roundup Features Docupace, PreciseFP and Hubly Advancing Advisor Productivity Through with AI-Powered Workflow Automation

— LIVE DEMO EVERY TUESDAY at 1:00 PM CDT —

Data Done Right:
A Live Look at PreciseFP

Register Now

Get an Overview of PreciseFP and How It Supports Secure AI-Enabled Data Collection, Workflow Automation and Client Engagement