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PreciseFP Announces Partnership with LPL Financial to Provide Advisors with Award-Winning Client Data-Gathering Solution

PR Newswire - Press Release

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PreciseFP's wealthtech platform helps financial advisors onboard and manage clients in a faster, more efficient way

LOS ANGELES, July 20, 2023 /PRNewswire/ -- 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.

Read more at prnewswire.com

Related Symbols

Symbol Last Chg %Chg
LPLA 380.96 -6.49 -1.68%
Lpl Financial Holdings

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