Wealthtech firm Docupace announced an upgrade to the user interface for its PreciseFP client engagement and data-gathering software, saying it features smarter organization and new AI tools designed to simplify data collection and enhance the client experience.
“This latest release delivers a cleaner, faster and more intelligent experience that makes putting the platform to work in your advisory firm easier than ever,” said Richard Thoeny, Executive Vice President of Product Strategy at PreciseFP. “The new interface and AI features reflect our ongoing commitment to empower financial advisors to spend less time on administrative tasks and more time delivering value to clients.”
Upgrades include design and navigation enhancements and the introduction of two new tools: an AI template builder that equips firms to quickly create personalized, client-ready forms, allowing users the option to describe the form they need in natural language, as well as a customizable reporting feature designed to build efficiencies and produce actionable insights – where reports can be run ad hoc, scheduled or triggered by system events.
“In a world flush with shiny tech and overpromising what a platform can actually do, we’re incredibly proud of PreciseFP’s history in delivering functional innovation at scale,” said David Knoch, CEO of Docupace. “It’s time to start asking the tough questions about ROI on your tech spend, and PreciseFP continues to deliver to thousands of financial advisors and firms each day.”
James Miller, Contributing Editor and Research Analyst at Wealth Solutions Report, can be reached at ContributingEd@wealthsolutionsreport.com.
