Docupace Technologies

We asked our experts where the responsibility for digitization lies. The answer? Everywhere. Technology providers need to develop effective solutions, broker-dealers need to make them available, users need to adopt them, partners and processors need to accept them, and regulators need to allow them. Until there’s cooperation and shared vision between all parties, the digitization process will continue to be fractured. Learn more about Docupace solutions at https://bit.ly/35i0Z6w #digitaltransformation #wealthmanagement #digitaloperations

Digitization went from being a header on the business plan to a reality of day-to-day work. Check out this read where the experts weigh in https://bit.ly/31jLx8M #digitaltransformation #wealthmanagement

"Check out the extended Q&A from Pensar Media's recent "Future of Investment Report", featuring @docupace Founder & President Michael Pinsker talking about how his firm is helping wealth managers with #cybersecurity." https://bit.ly/3nTIDkN #investor #investing #digitaltransformation #wealthmanagementindustry #wealthmanagement

Docupace is happy to welcome Kevin Armstrong as general counsel and chief legal officer. Read the full press release here: https://bit.ly/3dmJOEi #CLO #fintech #wealthmanagement

Using the Docupace Platform, advisors can track their business as it’s being processed, reducing the need for home office personnel to answer their questions. Plus, Docupace can be accessed securely from any device. Learn more at https://bit.ly/30MY97T #wealthmanagement #digitalops #brokerdealers #RIA

Improve your workflow and boost your efficiency and productivity by connecting to our integrations. #efficiency #productivity #docusign #ameritrade #redtail

These days meeting face to face for document signing is not only outdated but also not recommended. Docupace's document management solutions for wealth management allow you to manage documents confidently in an SEC- and FINRA-compliant cloud environment. Learn more at https://bit.ly/2SmY1aw #documentsigning #wealthmanagement #financialadvisor

Deloitte analysts write very cogently in a recent report: Clients don’t see or care about the internal obstacles of legacy IT systems, cost-intensive regulatory compliance, or various other possible limitations to a digital transformation of the financial industry. All they might notice are, e.g., slow and inadequate user interfaces, a lot of personally irrelevant information, user-unfriendly support, inadequate services, or the lack of timely responses while being used to smarter solutions and approaches from other industries. In other words, firms have to start pushing digital experience through to their advisors by any means necessary if they want to stay competitive. #digitalization #regbi #wealthmanagementfirm

Docupace CEO David Knoch will be presenting Wealth Management’s Digital Future at the Finlocity BD Operations Virtual Summit on Day 2, Wednesday, September 30th from 10:05 AM - 10:50 AM EDT. The virtual event provides an opportunity for C-Suite decision-makers at broker-dealers across financial services to meet and interact with industry subject matter experts and thought leaders. Learn more here https://bit.ly/3jh1OSV #BrokerDealer #Operations #OnlineSummit

Elevate your digital experience with our Summer 2020 Product Release updates to our: Awarded-nominated Reg BI & Form CRS Tool Investor Onboarding - CIP/KYC Integration New Account Opening Wizard Release Recap: https://bit.ly/2G7VFJJ

We are happy to announce a new partnership with Wealthbox! Together we’re releasing an integration that streamlines the account opening process and improves back-office operations. Learn more https://bit.ly/32N3aPl

Join us Sept. 29-30, 10 AM - 2 PM EDT for BD Operations Finlocity OnlineSummit for an action-packed 2-day online event with opportunities for C-Suite decision-makers to meet industry subject matter experts and thought leaders. Register here: https://bit.ly/3hFgmtT #BrokerDealer

As investor preferences change, so too will the role that advisors play in the wealth management ecosystem. Firms that drive digital experiences to the core of the business will be in the best position to weather major shifts and stay competitive for this generation and beyond. Read more from David Knoch, Docupace's CEO https://bit.ly/3mv9KBJ #wealthmanagement #digitalops #brokerdealers #RIA