PreciseFP Announces Partnership with LPL Financial to Provide Advisors with Award-Winning Client Data-Gathering Solution
PreciseFP’s wealthtech platform helps financial advisors onboard and manage clients in a faster, more efficient way.
LOS ANGELES, California – July 20, 2023 – PreciseFP, the award-winning client engagement and data gathering platform from Docupace, today announced a new partnership with LPL Financial. More than 21,000 financial advisors and 1,100 enterprises affiliated with LPL now have access to leading-edge tools that can streamline and modernize client engagement across multiple platforms.
“We are thrilled to partner with LPL Financial to bring to their network of advisors the technology, solutions and data-gathering tools financial professionals need to simplify the process of collecting client data,” said Richard Thoeny, executive vice president – Product Strategy for PreciseFP. “Manual data entry does not add value to the advisor-client relationship. Our purpose is to empower financial advisors to spend more of their valuable time on what’s most important to their firm and its clients.”
Rob Pettman, executive vice president and head of Wealth Management Solutions at LPL Financial, said, “By eliminating manual data entry and digitizing the client engagement process, financial advisors and enterprises now have an easy way to implement a digital-first, high-touch experience that can elevate the client experience for long-term business growth.”
PreciseFP, recipient of the 2021 WM.com Industry Award for Client Onboarding/New Account Opening, provides financial advisors more time to meet with clients, create financial plans and grow their business by removing all the “leg work” of collecting financial data.
PreciseFP eliminates manual data entry, digitizing the entire client engagement process. It automatically shares data with CRMs, financial planning software and other tools advisors already use – making the mobile-friendly, data-gathering platform a must-have tool for registered investment advisors (RIAs) and wealth management firms looking to save time and increase their productivity.