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

RightCapital and PreciseFP Announce New Data Integration to Better Serve Financial Planning Community
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United statesLos angelesTed denbowJoseph kuoAnnie ahariDonald cutlerRichard thoenyRyan georgeMichael kitcesHaven tower groupRightcapital help centerDocupace technologies incPrecisefp help centerAward for hot technology of the yearInformation advisor softwareNew data integration

Docupace Adds Mike Zebrowski as Chief Operating Officer

/PRNewswire/ Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, is honored to welcome Mike.

United statesLos angelesEdmond waltersDavid knochPrnewswire docupaceRyan georgeLori hardwickWealth solutionsAward for hot technology of the yearDocupace technologies incTd bankAccomplished wealthtech executiveLead productMike zebrowskiChief operating officerAdvisor innovation labs

PreciseFP Launches New Enterprise Engagement Model to Consolidate Data Gathering Workflows and Elevate Service Experience for Firms, Advisors and Clients

/PRNewswire/ PreciseFP, the award-winning client engagement and data gathering platform from Docupace, today announced the launch of its new enterprise.

United statesLos angelesDon whalenMatt garasicMichael vosslerAndrew altfestRyan georgeAward for hot technology of the yearDocupace technologies incWescott financial advisory groupRolls out strategicIndustry awardNew accountCarlson capitalFinancial planningDocupace platform

PreciseFP Launches New Enterprise Engagement Model to Consolidate Data Gathering Workflows and Elevate Service Experience for Firms, Advisors and Clients

/PRNewswire/ PreciseFP, the award-winning client engagement and data gathering platform from Docupace, today announced the launch of its new enterprise.

United statesLos angelesDon whalenMatt garasicMichael vosslerAndrew altfestRyan georgeAward for hot technology of the yearDocupace technologies incWescott financial advisory groupRolls out strategicIndustry awardNew accountCarlson capitalFinancial planningDocupace platform

Docupace Names Wealth Management and Wealthtech Leader Lori Hardwick Chair of Board of Directors

Docupace Names Wealth Management and Wealthtech Leader Lori Hardwick Chair of Board of Directors
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David knochLos angelesDocupace europeMellon pershingBrad bernsteinRyan georgeLori hardwickVestwell joinsDocupace as firm accelerates growthInformation technologyOrion advisor solutionsAward for hot technology of the yearDocupace technologies incCetera financial groupFormer envestnetPershing executive

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