Strategic Partnership · Wealthtech · 2022

PreciseFP integrations with AdvisorEngine, Pulse360, FP Alpha

PreciseFP announced strategic integrations with AdvisorEngine, Pulse360, FP Alpha on December 6, 2022.

Primary
PreciseFP
Counterparty
AdvisorEngine, Pulse360, FP Alpha
Structure
strategic integrations
Date
December 6, 2022
Sub-sector
Wealthtech

Integrations expand PreciseFP's platform footprint and consolidate data gathering workflows for wealth advisors.

Primary company
PreciseFP
Amount
Event date
December 6, 2022
Sub-sector
Wealthtech
HQ
Structure
strategic integrations
Source published
December 6, 2022
Publisher
PR Newswire

Source: prnewswire.com