#USA #Holmdel #Docupace #PreciseFP #Ezra Group

Docupace and PreciseFP Shine in WealthTech Integration Ratings

On July 10, 2025, Docupace, a prominent provider of back-office software solutions, announced that both its platform and that of PreciseFP received impressive ratings for integration capabilities from the Ezra Group's WealthTech Integration Score (WTIS). This recognition solidifies both companies' positions as leaders in the wealth management technology space.

High Integration Marks for Both Platforms

Docupace received accolades for its efficiency in workflow support, ranking 1st in that category and 8th overall. PreciseFP, on the other hand, was recognized as tied for 1st overall, sharing the top spot with GReminders among over 600 wealthtech applications evaluated. Such high ratings underscore the importance of not only operational functionality but also connectivity within the WealthTech landscape today.

Elizabeth Pavlik, Chief Product Officer at Docupace, emphasized the need for platforms to interact smoothly in today's environment: "In today's wealthtech landscape, platforms don't just need to function – they need to connect. Docupace and PreciseFP are designed with open architecture at their core, giving firms the confidence that their systems will speak the same language and share the same data – securely and efficiently."

Strategic Integrations Enhance Client Experience

As the wealth management technology ecosystem evolves, the leaders in this field, like PreciseFP and Docupace, are adopting open architectures and strategic integrations. These efforts are aimed at mitigating friction, saving time, and improving the overall experience for clients. The Ezra Group's WTIS provides a comprehensive assessment of technology vendors based on their integration capabilities, emphasizing factors such as transparency, connectivity, and functionality.

PreciseFP's Distinction in Client Data Gathering

PreciseFP particularly stood out in the client data gathering segment, scoring above all competitors across all metrics assessed. With a strong overall score of 9.30, it has earned it the title of a superior integrator, tying with GReminders, a significant integration partner. Boasting 37 integrations, PreciseFP's portfolio features leading CRM and financial planning tools such as Wealthbox, Redtail, eMoney, MoneyGuidePro, and RightCapital. The median score across all platforms evaluated stood at only 4.42.

Docupace's Leadership in Workflow Support

Docupace earned top recognition in the Workflow Support category with an impressive WTIS score of 8.33, also qualifying as a superior integrator badge holder. With more than 30 integrations, the platform excels in usability as well as breadth and depth of services, outperforming its nearest competition by a substantial margin. It has established itself as a trusted solution by launching an API Developer Portal in 2023, contributing to its position as one of the few wealthtech platforms with deep integrations across major custodians including Fidelity, Pershing, Schwab, SEI, and Axos.

The complete list of integrations for both Docupace and PreciseFP can be found on their respective websites. To gain more insight into the Ezra Group's Integration Score and how it can impact wealth management, you can explore their official resources at ezragroup.com/wtis.

Conclusion

As financial technology continues to advance and shape the way wealth management services are delivered, the recognition bestowed upon Docupace and PreciseFP stands as a testament to their commitment to innovation and excellence. Their respective successes not only enhance their credibility but also set a benchmark for future technological integrations within the sector, ultimately benefiting financial advisors and their clients alike.