RightCapital and PreciseFP Announce New Data Integration to Better Serve Financial Planning Community

The announcement you provided is regarding a data integration partnership between two financial technology companies: RightCapital and PreciseFP. Here’s a summary of the key points from the announcement:

  1. Partnership: RightCapital, a financial planning software for financial advisors, and PreciseFP, a client engagement and data gathering platform, have entered into a data integration partnership.
  2. Objective: The partnership aims to simplify and streamline the financial planning process for advisors by allowing the bi-directional exchange of selected household account data between the two platforms.
  3. RightCapital: RightCapital is a prominent financial planning software known for its high advisor satisfaction ratings. It is designed to assist financial advisors in creating comprehensive financial plans and helping clients achieve financial success.
  4. PreciseFP: PreciseFP is an award-winning client engagement and data gathering platform. It eliminates manual and error-prone data entry, enabling advisors to save time and focus on meeting with clients and growing their businesses.
  5. Integration Features: The integration allows advisors to sync various household data, including client and co-client contact information, family members, income, expenses (export only), and goals. Advisors can also customize how the fields in PreciseFP are mapped to the fields in RightCapital.
  6. Webinar: There will be a webinar on August 29th to demonstrate how financial advisors can use the integration of PreciseFP and RightCapital to enhance client engagement and increase efficiency in the financial planning process.
  7. About RightCapital: RightCapital is a rapidly growing financial planning software used by thousands of financial advisors. It is known for its high advisor satisfaction ratings and is focused on creating financial plans for real people.
  8. About Docupace: PreciseFP was acquired by Docupace, which is a solutions provider in the financial advice and investment industry. They offer a cloud-based integrated software suite to streamline and digitize operations in the financial services sector, with a focus on improving efficiency and enhancing the advisor and investor experience.

Overall, this partnership between RightCapital and PreciseFP is intended to enhance the capabilities of financial advisors by simplifying data transfer and reducing manual entry, ultimately enabling advisors to provide better services to their clients.

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