PreciseFP and Docupace Earn Top Honors for WealthTech Integration from Ezra Group
PreciseFP Ties for #1 Overall; Docupace Leads Workflow Support Category
Holmdel, NEW JERSEY – July 10, 2025 – Docupace, the premier provider of back-office software to streamline operations of wealth management enterprises and financial advisors, today celebrates that both the Docupace and PreciseFP platforms have received top-tier ratings for integration capabilities from the Ezra Group WealthTech Integration Score (WTIS).
PreciseFP is tied with GReminders for the #1 overall integrator among more than 600 wealthtech applications scored. Docupace secured the top spot in the Workflow Support category and #8 overall, further cementing its role as a cornerstone platform for wealth management firms seeking seamless, scalable operations.
“In today’s wealthtech landscape, platforms don’t just need to function – they need to connect,” said Elizabeth Pavlik, chief product officer at Docupace. “Docupace and PreciseFP are designed with open architecture at their core, giving firms the confidence that their systems will speak the same language and share the same data – securely and efficiently.”
As the advisor technology landscape becomes more complex, leaders like PreciseFP and Docupace are responding with open architectures and strategic integrations that reduce friction, save time and enhance the client experience.
The Ezra Group WealthTech Integration Score (WTIS) assesses technology vendors on the breadth and depth of their integrations, with a proprietary framework that emphasizes transparency, connectivity and functionality. Rankings reflect which tools are best positioned to support advisors through open APIs, bi-directional data flows, and strong partner ecosystems.
PreciseFP: A Clear Winner in Client Data Gathering and Tied for #1 Overall
The Ezra Group places all wealthtech platforms into appropriate categories to best gauge integration capabilities against peers. PreciseFP outperformed all others in the client data gathering category for every metric measured and is the clear leader.
In addition, PreciseFP’s overall score of 9.30 earns the software platform a superior integrator badge and places it in a tie with GReminders – one of the platform’s integration partners. The median score across all platforms is 4.42.
PreciseFP currently integrates with 37 software providers and recently announced the additions of Finmate.ai and Zocks to its integration lineup that has long included leading CRM and financial planning tools such as Wealthbox, Redtail, eMoney, MoneyGuidePro and RightCapital.
A list of all PreciseFP integrations can be accessed here: https://precisefp.com/partners/
Docupace #1 in Workflow Support
Docupace is the clear leader in integrations for the workflow support category, with an overall WTIS of 8.33 – also earning the superior integrator badge. With more than 30 integrations, the Ezra Group gives the Docupace platform high marks for usability, breadth and depth – all substantially higher than the second in line.
Docupace has long been a leader in this area, launching an API Developer Portal in 2023 and being one of a tiny group of wealthtech platforms with deep connectivity to all of the major custodians: Fidelity, Pershing, Schwab, SEI and Axos.
A list of all Docupace integrations can be accessed here: https://www.docupace.com/integrations/
For more information on the Ezra Group Integration Score, visit https://ezragroup.com/wtis/.
About Docupace
PreciseFP was acquired by Docupace in September 2021, advancing the company’s mission to deliver an end-to-end wealthtech ecosystem for advisors to engage clients and prospects. Docupace is a software solutions provider focused on digitizing and automating operations in the financial advice and investment industry. Financial services firms use the Docupace Platform (a cloud-based, integrated software suite) to reduce back-office expenses, improve efficiency, strengthen recruiting and enhance the experience of advisors and investors.
For more information, please visit www.docupace.com.
Media Contacts:
Ryan George
Chief Marketing Officer
ryan_george@docupace.com
Joseph Kuo / Donald Cutler
Haven Tower Group
jkuo@haventower.com / dcutler@haventower.com
