PreciseFP

Docupace is excited to announce the fourth annual award program focused on the back office: The #BackOfficeHeroesAwards. In the financial wealth management industry, families rely on their trusted financial advisors and wealth managers to make informed decisions for their financial prosperity. However, what often goes unseen are the tireless efforts of the back office staff that make these advisors operate with maximum efficiency. These are the individuals who navigate complex systems, processes, and relationships to ensure that everything runs smoothly, day in and day out. At Docupace, we recognize these individuals as America’s back office heroes. This year, The Back Office Heroes Awards will recognize four individuals who have exemplified what it means to be a hero in the back office. Submit your nomination today! https://lnkd.in/grBzc5VE

Success is rarely a solo journey. Along the way, there were likely mentors and supporters who helped you rise to where you are today. Now that you’ve reached the top, it’s time to send the elevator back down.?Here are 4 ways to design an effective mentor program. https://lnkd.in/g53zppTP

What if you could onboard clients in half the time? Hogan French Financial Services did just that with PreciseFP—making client intake seamless, efficient, and stress-free. See how: https://lnkd.in/g8d-WV4v

Tired of the endless back-and-forth emails, fillable PDFs, and the inefficiency of rekeying data into multiple systems? It’s time to streamline your client onboarding and servicing process. Join XYPN member?Laura Rotter, CFA, CFP??next week, March 18th at 12 PM CDT as she walks you through her proven method of using?PreciseFP?to transform how she manages client relationships. In this session, Laura will cover: ?? How to eliminate tedious tasks and save valuable time ?? Strategies for accelerating client onboarding without losing the personal touch ?? Tips to stop wasting precious meeting minutes gathering data so you can focus on what truly matters for your clients ?? How to automate key processes and free up time for higher-value client interactions Ready to shave hours off your work week and take your client onboarding to the next level? Don’t miss this opportunity to enhance your practice.?Nora Gallegos, MBA Register now for this live webinar. https://lnkd.in/gcTT6Cbs

It's with great pleasure to share that Docupace has won three The Stevie? Awards (Gold, Silver and Bronze) for 2025. ?? Docupace's Omnichannel Customer Services wins a Bronze Stevie Award for Best Use of Omnichannel in Custom Service – Financial Services Industries. ?? The PreciseFP Support Team wins a Silver Stevie Award for Front-Line Customer Service Team of the Year in Customer Service. ?? Our very own?Deborah Miller was recognized as?Woman of the Year in Customer Service!! Such wonderful news to celebrate for the hard work our training and support team do day in and day out to support our clients. https://lnkd.in/gHThVks5

Proud to announce, Docupace have been named a "Best Place to Work" by InvestmentNews ?? ?? A true testament to our people and the culture that has been built! https://lnkd.in/gAJPTJQg

Exciting news to share this morning – Docupace has acquired Hubly Inc. ?? As we expand the capabilities and connectivity of PreciseFP, Hubly Inc adds significant workflow management capabilities to firms and the clients they serve. “Pairing Hubly Inc with PreciseFP provides the most powerful workflow and client engagement platform the RIA market has ever seen. Docupace’s offerings honor our loyal users and provide a true first-mover advantage for RIA firms that want to make manual workflows a thing of the past,” said David Knoch, Docupace Chief Executive Officer. If you’re interested in learning more about Hubly Inc and what comes next, check out this morning’s press release: https://lnkd.in/gRABRsUc

Advisors juggle numerous tasks, from serving clients to staying on top of industry trends and regulations. With so many demands on their time, it’s crucial to find ways to automate as much as possible. Not sure where to start with automation? Here are six tasks advisors can automate: 1. Gathering Client Information 2. Filling and Managing Documents 3. Scheduling Appointments 4. Marketing and Social Media 5. Cultivating Leads 6. Risk Profiling Read more in our recent blog. https://lnkd.in/gmGW2znD

Financial data gathering shouldn’t be hit or miss. Call your friends out by giving them half off PreciseFP for three months and you’ll get a $100 gift card as well. Get started today! #referafriend #referralprogram https://lnkd.in/eChW6rZb

Running a financial firm remotely while delivering exceptional client service is no easy task — just ask Andy Pike and his team at Quo Vadis Financial. They’ve found a way to make it work with PreciseFP, and they’re sharing their secrets in a live webinar next week on March 6th. Register now to get the inside scoop! https://lnkd.in/gdy6ffJu