FP Alpha and PreciseFP Announce Partnership to Assist Financial Advisors with Advanced Planning
NEW YORK, March 27, 2024 /PRNewswire/ -- FP Alpha, an AI-driven advanced planning solution for financial advisors and PreciseFP, a client engagement and data gathering platform from Docupace, announced today a strategic partnership that will leverage PreciseFPs significant integration partnerships to assist advisors that are using financial planning software that is not currently integrated with FP Alpha. This will allow those advisors the ability to access and auto-populate client data from their planning software directly into the FP Alpha platform, saving hours of time and providing advisors the ability to offer advanced planning to their entire base.
- AI Advanced planning wealthtech firm, FP Alpha, will leverage digital client engagement platform, PreciseFP's key integrations, saving advisors time and expanding their advanced planning offering.
- NEW YORK, March 27, 2024 /PRNewswire/ -- FP Alpha , an AI-driven advanced planning solution for financial advisors and PreciseFP , a client engagement and data gathering platform from Docupace, announced today a strategic partnership that will leverage PreciseFPs significant integration partnerships to assist advisors that are using financial planning software that is not currently integrated with FP Alpha.
- This will allow those advisors the ability to access and auto-populate client data from their planning software directly into the FP Alpha platform, saving hours of time and providing advisors the ability to offer advanced planning to their entire base.
- "FP Alpha will be issuing a limited PreciseFP license to advisors that have wanted to use our platform but wanted a more seamless integration experience with their financial planning software," says Charlie Clark, Chief Revenue Officer for FP Alpha.