Tag : PreciseFP

PreciseFP and FinMate AI Launch New Integration to Provide Data-Entry Free Financial Planning
Artificial Intelligence Finance Fintech News

PreciseFP and FinMate AI Launch New Integration to Provide Data-Entry Free Financial Planning

PR Newswire
by PR Newswire0
Integration Empowers Advisors to Go From Discovery Conversation to Generating a Financial Plan through FinMate AI and PreciseFP PreciseFP, the award-winning client engagement and data-gathering software from Docupace, today announced a new integration with Finmate.ai, a rising innovator in AI-assisted notetaking for financial advisors, today announced a new integration engagement that......
RightCapital and PreciseFP Announce New Data Integration to Better Serve Financial Planning Community
Finance News

RightCapital and PreciseFP Announce New Data Integration to Better Serve Financial Planning Community

PR Newswire
by PR Newswire0
A new API-driven integration streamlines advisors’ client data gathering and financial planning efforts by syncing household financial data between PreciseFP and RightCapital RightCapital, the fastest-growing financial planning software for financial advisors, and PreciseFP, the award-winning client engagement and data gathering platform from Docupace, announced a data integration partnership. This new bi-directional API integration......
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