Docupace
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.
How does the integration work?
Our integration with Docupace is bi-directional, which means that you can export and import client/prospect information with one click. We currently integrate personal, contact and employment information from PreciseFP into the client and co-client Docupace folders.