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Cramer FinTech Directory
Categories We Cover: Data — Gathering Client Data, New Account Opening/Onboarding
Our Company in 30 seconds!
Don Whalen, CFP ® | President, PreciseFP | 770-998-5047 | whalend@precisefp.com |
Nate Lenz | Customer Support | lentzn@precisefp.com | |
Courtney Peek | Head of Support | peekc@precisefp.com | |
Larry Reiter | VP Solution Consultant | larry_reiter@docupace.com | |
Kevin Johannesen | VP Client Success | kevin_johannesen@docupace.com |
In the news: Sept 30,2021, Docupace Acquires New Account Opening and Client Onboarding Solution PreciseFP. For more information, please read the joint press release. Docupace has also gathered these Key Messages to help help clients, prospects and the public understand all areas of the acquisition and details the tremendous opportunity it creates. Click Here to Read.
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