Connect with us

Technology

New Integration Between Income Lab and PreciseFP Boosts Confidence for Retirees

Published

7 months ago

on

API-driven integration streamlines advisors’ client data gathering and retirement planning efforts by synchronizing data between PreciseFP and Income Lab

HOLMDEL, N.J., Feb. 29, 2024 /PRNewswire/ — Income Lab, the #1 most-used retirement distribution planning software for financial advisors, and PreciseFP, the award-winning client engagement and data gathering platform from Docupace, today announced a data integration partnership. This new API integration helps financial advisors save time and streamline the retirement planning process by connecting the two platforms to enhance the client experience.

“Income Lab and PreciseFP are both critical advisor tech tools,” said Richard Thoeny, Executive Vice President – Product Strategy for PreciseFP. “Working together makes the challenging work of sound retirement planning one step easier and I greatly support that.”

Income Lab is an award-winning and top-rated retirement planning tool, receiving high marks in the Kitces.com 2023 AdvisorTech Report and the 2024 T3/Inside Information Advisor Software Survey. In addition, Income Lab was named “Best in Show” at the XYPN Live events in 2022 and 2023.

According to a recent LIMRA study cited by Income Lab, only 1 in 5 people have a written retirement plan. Those who do are 87% more confident in their retirement strategy. Advisors are increasingly embracing a more comprehensive approach, broadening their range of services to best meet evolving client needs. Among the most sought-after services are retirement distribution and tax planning.

PreciseFP is widely recognized in the industry for offering an award-winning client onboarding platform that includes a streamlined, paperless onboarding process through customizable agreements with e-signature capabilities. The platform brings financial advice to the digital age by eliminating the need for client paperwork, and by automating the collection of financial data – significantly enhancing advisor productivity.

“We are thrilled to integrate with PreciseFP and create a streamlined process for advisors to offer retirement income planning. The integration allows advisors to build detailed plans quickly and efficiently, with minimal manual input, by connecting Income Lab to important client data.” said Johnny Poulsen, co-founder and CEO of Income Lab.

Built utilizing PreciseFP’s developer APIs, the Income Lab integration with PreciseFP allows advisors to create a retirement income plan in seconds using household data from PreciseFP on clients’ income sources, expenses, assets, liabilities, insurance, and more.

Upcoming Income Lab and PreciseFP Integration Demo
To learn more about the PreciseFP and Income Lab integration, join Thoeny and Justin Fitzpatrick, Co-Founder and CIO of Income Lab on Wednesday, March  27 at 1 p.m. EDT, for a special webinar illustrating how to utilize PreciseFP and Income Lab to improve client engagement and be more efficient during the retirement planning process.

Click here to register or follow this link to join the live demo on March 27: https://attendee.gotowebinar.com/register/5265069041642238038 

For existing Income Lab and PreciseFP users, additional integration information can be found on the Income Lab Help Center.

About Income Lab
Income Lab provides financial advisors with cutting-edge software for ongoing retirement income management and client engagement. Advisors use Income Lab to give clients targeted, customized advice about how much they can spend, when and how to adjust spending for evolving economic and market conditions, and how to optimize distribution plans for tax efficiency. Income Lab software was ranked the #1 Retirement Distribution Planning Tool in the 2024 T3 | Inside Information Advisor Software Survey, “Best in Show” at the 2022 & 2023 XYPN Advisor Tech Expos, and was named a “Stand-Out in Retirement Distribution Planning” and rated highest in satisfaction and value by the “Kitces.com Report: The Technology that Independent Financial Advisors Actually Use (And Like)”. For more information, please visit www.IncomeLab.io.

About Docupace
PreciseFP was acquired by Docupace in September 2021, advancing the company’s mission to deliver an end-to-end wealthtech ecosystem for advisors to engage clients and prospects. Docupace is a solutions provider focused on digitizing and automating operations in the financial advice and investment industry. Financial services firms use the Docupace Platform (a cloud-based, integrated software suite) to reduce back-office expenses, improve efficiency, strengthen recruiting, and enhance the experience of advisors and investors.

Docupace is proud to serve some of the largest independent broker-dealers and registered investment advisers (RIAs) in the financial services industry. The company was recently named a finalist in two categories for WealthManagement.com’s 2022 “Wealthie” Awards and PreciseFP was the 2021 winner in the client onboarding solution category. The company was named to the 2021 Inc. 5000 list of America’s fastest-growing companies; listed as a Top 100 FinTech by Cramer + Associates, named to the Los Angeles Business Journal’s 2021 list of “Disruptors”, won the 2021 Gold Globee® Award for “Hot Technology of the Year”, and included in Industry Wired’s Top 10 list of Most Recommended FinTech Solution Providers in 2020. For more information, please visit www.docupace.com.

Docupace Media Contacts:
Ryan George
Chief Marketing Officer
ryan_george@docupace.com

Joseph Kuo / Donald Cutler
Haven Tower Group
jkuo@haventower.com / dcutler@haventower.com

Income Lab Media Contact:
Ashley Dudzik
Chief Marketing Officer
ashley@incomelab.io

 

View original content to download multimedia:https://www.prnewswire.com/news-releases/new-integration-between-income-lab-and-precisefp-boosts-confidence-for-retirees-302075663.html

SOURCE Docupace Technologies, Inc.

Related Topics:
Continue Reading
Click to comment

Leave a Reply

Your email address will not be published. Required fields are marked *

Technology

Dana-Farber Cancer Institute Partners with Clinical.ly to Enhance Regulatory Operations with eReg Solutions

Published

26 mins ago

on

September 19, 2024

By

NEW YORK, Sept. 19, 2024 /PRNewswire/ — The Dana-Farber Cancer Institute, a world leader in cancer treatment and research, chose Clinical.ly’s (www.clinical.ly) Research Suite™ to streamline regulatory operations, marking a significant step toward more efficient and compliant clinical trial management. Dana-Farber joins a growing number of research organizations that leverage Clinical.ly’s innovative solutions to streamline clinical trial processes. Clinical.ly’s eReg platform offers a comprehensive, paperless solution that centralizes regulatory workflows, ensuring compliance and transparency across clinical trials.

“We are thrilled to support Dana-Farber’s clinical research operations,” said Henry Kravchenko, Clinical.ly’s CEO.

This partnership continues Clinical.ly’s success in providing best-in-class enterprise tools for conducting clinical research. “We are thrilled to support Dana-Farber’s clinical research operations,” said Henry Kravchenko, Clinical.ly’s CEO. “Our eReg platform and wider set of features in Clinical.ly Research Suite™ will empower that renowned organization, and we all look forward to supporting their teams.”

About Clinical.ly Research Suite™ 

Clinical.ly Research Suite™ is a comprehensive solution that eliminates traditional, paper-based processes. By automating and centralizing essential workflows in the Clinical.ly Research Suite™, organizations achieve huge efficiency improvements, greater trial oversight, document management, and regulatory compliance. The Clinical.ly Research Suite™ includes:

eReg: A best-in-class electronic regulatory bindereSource: An intuitive & feature-rich, paperless data capture solution that streamlines data collection from trial participantseConsent: A fully digital solution for capturing informed consent, improving participant engagement and site complianceClinicallySign: 21 CFR Part 11 compliant eSignature functionalityClinicallyPay: A secure and instantaneous participant stipend payment and reimbursement solution

About Dana-Farber Cancer Institute

Founded in 1947, Dana-Farber Cancer Institute is committed to providing adults and children with the best treatment available today while developing tomorrow’s cures through cutting-edge research. Based in Boston, Dana-Farber is a teaching affiliate of Harvard Medical School and ranks consistently as one of the top cancer hospitals in the world.

About Clinical.ly

Clinical.ly provides differentiated, cloud-native technology solutions to the clinical research industry, enabling research organizations to conduct studies with greater efficiency and ease. Clinical.ly is dedicated to developing technology that eliminates tedious manual labor, allowing clinical research professionals to focus on patient care.

View original content to download multimedia:https://www.prnewswire.com/news-releases/dana-farber-cancer-institute-partners-with-clinically-to-enhance-regulatory-operations-with-ereg-solutions-302253690.html

SOURCE Clinical.ly

Continue Reading

Technology

Fall Into Creativity with the Monport Laser Fall Sale

Published

26 mins ago

on

September 19, 2024

By

NEW YORK, Sept. 19, 2024 /PRNewswire/ — Experience laser innovation this Fall with Monport Laser, an industry frontrunner in laser engraving and cutting technology, with an exclusive Fall Sale offering incredible discounts and free accessories on a wide range of high-performance laser engraving machines. From September 19th to September 30th, customers can take advantage of this limited-time opportunity to elevate their laser engraving businesses with cutting-edge laser innovation at unbeatable prices.

Monport Laser has been dedicated to providing innovative and reliable laser machines that empower businesses and individuals to achieve their goals. With a focus on quality, precision, and customer satisfaction, Monport Laser has established itself as a trusted leader in the industry. Their commitment to excellence is evident in every laser they produce, ensuring exceptional performance, reliability, and value.

Embrace the Power of CO2 Laser Technology with Exclusive Offers

Monport Laser will offer two free accessories with selected CO2 laser machines during the Monport Fall sale. These versatile lasers are ideal for various applications, including engraving, cutting, and marking wood, acrylic, leather, and more. By taking advantage of this Fall sale, laser engraving businesses can enhance their productivity and expand their creative possibilities.

Experience Unmatched Value with Fiber Laser Discounts

Monport Laser offers substantial discounts of up to $4200 and 3 free accessories on selected models for those seeking the precision and speed of fiber laser technology. Fiber lasers are renowned for their ability to process metals with exceptional efficiency and accuracy, making them indispensable for metal fabrication, manufacturing, and jewelry production. Additionally, customers purchasing fiber lasers during the Fall sale will receive three free accessories, further sweetening the deal.

Elevate Your Desktop Laser Experience with a Free Water Chiller

Monport Laser is committed to providing comprehensive solutions for businesses of all sizes. As part of the Fall sale, customers who purchase the 40W Desktop laser will receive a Free Water Chiller Cw3000. This essential accessory ensures optimal cooling and performance, prolonging the lifespan of the laser and guaranteeing consistent results.

Discover Additional Savings on a Wide Range of Accessories

Monport Laser offers an additional 20% discount on selected accessories to complete your laser setup. From lenses and nozzles to rotary tables and smoke extraction systems, customers can find everything they need to maximize the potential of their laser machines.

Unleash Your Creativity and Productivity

Monport Laser’s Fall sale is the perfect opportunity to invest in laser technology that empowers your business or fuels your creative passions. With exceptional discounts and free accessories, you can acquire the ideal laser solution to meet your needs and budget.

Whether you’re an entrepreneur, artist, or manufacturer, Monport Laser’s advanced laser machines offer unparalleled precision, versatility, and reliability. Take advantage of this limited-time Fall sale and unlock your projects’ full potential for laser innovation.

About Monport Laser

Monport Laser is a global leader in designing, manufacturing, and distributing high-quality laser machines and accessories. With a commitment to innovation and customer satisfaction, Monport Laser provides cutting-edge solutions for various industries, including manufacturing, engraving, marking, and more.

For more information, visit monportlaser.com and follow them on social media for the latest updates.

Website: https://www.monportlaser.com/

 

 

 

View original content:https://www.prnewswire.com/news-releases/fall-into-creativity-with-the-monport-laser-fall-sale-302253699.html

SOURCE Monport Laser

Continue Reading

Technology

MEDIA ADVISORY – Minister Wilkinson to Make a Critical Minerals Infrastructure Announcement

Published

26 mins ago

on

September 19, 2024

By

VANCOUVER, BC, Sept. 19, 2024 /CNW/ – The Honourable Jonathan Wilkinson, Minister of Energy and Natural Resources, and Ranj Pillai, the Premier of Yukon, will make a funding announcement in support of critical minerals infrastructure projects. A media availability will follow.

Date: September 20, 2024

Time: 10:30 a.m. PT

All accredited media are asked to pre-register by emailing media@nrcan-rncan.gc.ca. A dial-in line is available for media and will be provided upon registration.

Follow us on LinkedIn

SOURCE Natural Resources Canada

Continue Reading

Trending