Zocks and PreciseFP Partner to Automate Client Onboarding and Data Collection Workflows Directly from Conversations
June 25, 2025 at 6:57 am
Bi-directional integration enables advisors to speed data collection, cut data entry, and automate workflows across CRMs, planning systems, and custodial platforms
San Francisco...
Read More
Docupace COO Featured in Financial Advisor Magazine
June 18, 2025 at 10:00 am
HOLMDEL, N.J. – June 18, 2025 – Docupace COO, Mike Zebrowski was recently featured in FA Magazine article, "AI Isn't Replacing Your Back Office. It's Saving It".
Read the fu...
Read More
