PreciseFP Launches Enhanced Interface with AI Tools to Revolutionize Client Engagement

PreciseFP Launches a New User Interface and AI Tools for Financial Advisors

PreciseFP, the award-winning client engagement and data-gathering software developed by Docupace, has introduced an enhanced user interface (UI) that integrates sophisticated Artificial Intelligence (AI) tools. This upgrade aims to transform the way financial advisors collect crucial client data and improve the overall client experience.

The Evolution of Client Engagement

On November 4, 2025, PreciseFP announced its latest version featuring important improvements designed to streamline operations for financial advisors. Richard Thoeny, Executive Vice President of Product Strategy at PreciseFP, mentioned, "This latest release delivers a cleaner, faster, and more intelligent experience that facilitates better performance in advisory firms."

The new interface reflects PreciseFP's commitment to empowering advisors, allowing them to dedicate less time to administrative tasks and more time providing value to their clients. This innovative technology promotes efficiency and enhances the quality of service delivered.

Key Features of the New Interface

1. AI Template Builder: One revolutionary feature is the AI Template Builder (currently in Beta), which permits advisory firms to create client-ready forms in just seconds by inputting simple prompts. This capability personalizes forms with ease and saves hours of often tedious manual setup.

2. Customizable Reporting: Another significant introduction is the new customizable reporting feature. It provides firms total control over their data, enabling the generation of tailored reports that turn ordinary data into actionable insights. Advisors can easily analyze client and prospect profiles, engagements, and activity data.

3. Expanded Integrations: With the addition of new partnerships with prominent tech companies like Focal, Flextract, and Zocks, the total number of integrations available on the PreciseFP platform has surged to 39, further solidifying its position in the market.

4. User-Friendly Design Enhancements: The redesigned interface also emphasizes usability with softer colors, improved navigation, and enhanced readability. Users who prefer the previous look can easily switch back, ensuring flexibility during the transition period.

Users Can Explore AI Tools

For those interested in seeing the new platform firsthand, a showcase webinar featuring key presentations from Ryan George and Nora Gallegos is set to take place on November 13, 2025. This session aims to highlight the practical applications of the latest features and tools presented by PreciseFP.

David Knoch, CEO of Docupace, proudly noted, "In a world filled with flashy technologies making grand promises, PreciseFP has consistently delivered effective, functional innovations at scale for its users. The release of our new features will encourage firms to reassess their ROI on technology investments."

With its focus on digitizing and automating operations within the financial advice and investment landscape, Docupace continues to be a vital player. Its platforms like PreciseFP are essential for reducing back-office costs, improving organizational efficiency, and enhancing the overall experience for financial advisors and their clients.

In conclusion, the latest updates to PreciseFP underscore a commitment to leveraging technology for smarter client engagement. As financial advisors navigate an increasingly complex landscape, tools that enable faster, more intuitive interactions will undoubtedly position firms for future success.