Privacy Policy
Last Updated: March 10, 2026
Docupace Technologies LLC d/b/a PreciseFP (“PreciseFP,” “we,” “our,” or “us”) is committed to safeguarding the information entrusted to us. This Privacy Policy explains how we collect, use, disclose, and protect personal information through our website and through the PreciseFP platform.
1. Our Role
PreciseFP provides software used by financial professionals and firms (“Advisors”) to collect and manage client information.
When Advisors use PreciseFP to gather financial information from their clients, PreciseFP acts as a service provider on behalf of the Advisor. The Advisor determines how client information is used and remains responsible for their own privacy obligations. Client financial data submitted through the platform is processed solely to provide services to the Advisor and not for PreciseFP’s independent marketing or profiling purposes.
This Privacy Policy applies to website visitors and Advisors who interact directly with PreciseFP.
2. Information We Collect
Over the preceding twelve (12) months, we have collected personal information in the following categories:
We collect identifying information such as name, email address, mailing address, IP address, and account login credentials. For Advisors, we may also collect professional information including employer and job title.
We automatically collect internet and device information, such as browser type, referring pages, device characteristics, and interaction data when users access our website or platform.
We collect subscription and commercial information necessary to manage accounts and provide services.
Depending on how an Advisor configures client forms, the platform may process financial account information and other financial data entered by or on behalf of clients. This information is processed strictly to deliver services and is not used by PreciseFP for independent analytics or advertising.
3. How We Collect Information
We collect information directly from users when accounts are created, forms are completed, or communications are submitted. We also collect information automatically through cookies, analytics tools, session replay technologies, and similar tracking technologies. In addition, we may receive limited information from advertising partners and third-party service providers.
4. Advertising and Tracking Technologies
We use cookies, analytics services, session replay tools, and similar technologies to maintain functionality, understand usage patterns, improve performance, and measure marketing effectiveness.
We engage advertising platforms including (but not limited to) Google Ads, LinkedIn Ads, Meta (Facebook and Instagram), Reddit Ads, Outreach, and Pardot. These platforms may collect device and interaction data through cookies or pixels and, in some cases, may receive identifiers such as hashed email addresses for audience matching purposes.
We do not sell personal information for monetary compensation. However, certain advertising-related disclosures may be considered “sharing” under the California Consumer Privacy Act (CCPA), as amended by the California Privacy Rights Act (CPRA).
Users may adjust browser settings to manage cookies. We also honor browser-based opt-out preference signals, including Global Privacy Control (GPC), where required by law.
5. How We Use Personal Information
We use personal information to operate and secure our platform, authenticate users, manage subscriptions and payments, respond to support inquiries, improve product functionality, and communicate about services.
We may also use personal information for marketing and advertising activities. Client financial data entered by Advisors is not used for independent advertising or profiling.
6. Disclosure of Personal Information
In the preceding twelve (12) months, we have disclosed personal information to service providers that support our operations, including cloud hosting providers, payment processors, customer support platforms, analytics providers, advertising partners, and integration partners authorized by Advisors.
We may also disclose personal information as required by law or in connection with a merger, acquisition, or similar transaction.
7. Data Retention
We retain personal information only for as long as reasonably necessary to provide services, comply with contractual and legal obligations, resolve disputes, and enforce agreements.
Client financial information entered into the platform is retained in accordance with our agreements with Advisors and applicable regulatory requirements.
8. Data Security
We implement administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, alteration, disclosure, or destruction. Data transmitted through the platform is encrypted in transit, and access to personal information is restricted to authorized personnel.
No system can guarantee complete security, but we continuously evaluate and improve our safeguards.
9. California Privacy Rights
If you are a California resident, you have the right to request access to the personal information we have collected about you, request correction or deletion of that information, opt out of the sale or sharing of your personal information, and not be discriminated against for exercising your rights.
Requests may be submitted on this page or by contacting info@precisefp.com. Verified access, correction, and deletion requests are addressed within forty-five (45) days. Requests to opt out of sale or sharing are processed within fifteen (15) business days.
10. Children’s Information
Our website is not directed to children under 13. Client information relating to minors may be entered into the platform by Advisors in connection with financial planning services. Such information is processed solely on behalf of the Advisor.
11. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Changes will be reflected by an updated “Last Updated” date.
12. Contact Information
PreciseFP
101 Crawfords Corner Road
Suite 1324
Holmdel, New Jersey 07733
Phone: (310) 445-7722
Fax: (310) 445-7787