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RightCapital, a financial planning software provider, and PreciseFP, the client engagement and data gathering platform from Docupace, recently announced a bi-directional data integration partnership. A new Application...

LOS ANGELES – July 20, 2023 – PreciseFP, the award-winning client engagement and data gathering platform from Docupace, today announced a new partnership with LPL Financial. More...

Docupace, the provider of back-office automation solutions for wealth management firms, made a big M&A splash this week at the Riskalyze Fearless Investing Summit in Palm Springs, with Docupace’s announcement of its acquisition of PreciseFP.

Whenever a new technology emerges into any labor-intensive economic sector, a battle of futurists results.   On one side are the technological utopians who imagine...

Today’s Advisor Tech Talk should stand as an example of the momentum behind wealth management technology.  See, it being “spring break” week...

News from big fintechs bolsters another busy lineup of advisor technology headlines for this week, with announcements from the likes of...

When advisors weigh all of the factors for and against moving firms, the fear of making a move is often enough to outweigh any potential financial benefits from changing.

LOS ANGELES – October 24, 2023 – Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, today announces the continued expansion of its...

Friends, is AI REALLY that smart?  We  also have a chat with Mom & Dad about crypto and dig into the SBF trial with details you won't hear on the MSM. READ UP!

Another week of fintech headlines is upon us, and as usual, there’s a lot to say.  First, however, we should give thought...