Industry leader in delivering SEC/FINRA compliant paperless processing systems to financial svcs; document mgmt/workflow to capture-organize- route-access info
Los Angeles
Joined April 2009
- Tweets656
- Following0
- Followers671
- Likes313
Docupace retweeted
Congratulations to Institute members recognized on the 2022 WEALTHTECH 100 - the world’s most innovative #WealthTech companies - @AssetMapLLC @smartriaco @docupace - #finserv #business #innovation fintech.global/wealthtech100…
Docupace retweeted
We are excited to welcome D.A. Davidson Companies to the Docupace family and look forward to our continued partnership! bit.ly/3qzsa82
Docupace retweeted
Congrats to our very own Kevin Armstrong for being named one of 2022 Most Influential Black Lawyers #Savoy bit.ly/3tEqFHJ
Docupace retweeted
Hey #BackOfficeHeroes, we see you! Now it’s time to get the recognition you deserve. Submit your nomination for the Back Office Heroes Awards bit.ly/3IFAXvy
Docupace retweeted
Docupace is proud to welcome Pinnacle Investments, LLC! Our team is excited to provide your #backoffie Platform #fintech #backofficeheroes #wealthtech #investments bit.ly/3wI45Qt
Docupace retweeted
Very excited to announce that we have closed FTV VII at $2.3B enabling us to continue partnering with today’s most innovative, high-growth companies to help them accelerate growth.✨🚀Read more here: ftvcapital.com/2022/ftv-vii-…
ALT FTV VII
Docupace retweeted
Docupace CEO David Knoch Honored as Top Technology CEO by WealthTech Americas prn.to/3qJzLRR
Docupace retweeted
Ep. 133: March News Roundup, via #WealthTechToday
@docupace and @Jiffyai to Bring Next Generation Automation to the Back Office
wp.me/p4Vi9D-4V4
@JonNealAlan @LexSokolin @Dana_Taormina
Docupace retweeted
📣 New Webinar Announced! Join us on Weds 3/23 as we discuss the integration with @PreciseFP and how it can help you save time and impress your clients. Sign up here 👉 bit.ly/3syoogJ
Docupace retweeted
Docupace's Chief Executive Officer, David Knoch and RBC Wealth Management's Head of Technology Greg Beltzer join forces to discuss the importance of your firms back-office tech stack in recent FA Magazine article. bit.ly/3LsIP6k
Docupace retweeted
Ep. 122: Avoiding a Compliance Overload with Robert McGill, Jaccomo / @docupace
wp.me/p4Vi9D-4NX
@redtaildavid @TaijaEngman @cherylnash2 @LexSokolin
Docupace retweeted
Have you signed up for our webinar tomorrow with @docupace yet? Sign up here 👉bit.ly/3mNSWs9
Docupace retweeted
🎥 Join CEO @AaronKlein for the November edition of the @wealth_mgmt Fintech Report Card! This month covers the latest acquisitions from @docupace and @CAISgroup, updates from @AdvisorGroupBDs, @advyzon, @CharlesSchwab, and more!
Watch now 👉 hubs.ly/H0_wC2V0
Docupace retweeted
Eliminating paperwork? Is it possible? @byGabyC sits with @RealRyanGeorge1 to learn how @Docupace is on a mission to digitize and automate operations in the wealth management industry.
Full @whartonfintech interview - bit.ly/3FBYNr5
Spotify - spoti.fi/3HH11Hx
Docupace retweeted
Today we’re excited to announce an upgrade to the Wealthbox + @docupace integration that allows users to send contact information to a new destination: the Client Folder in Docupace. See how it works 👉 bit.ly/3kp2FUa
Docupace retweeted
Special thanks to @MichaelKitces & @KyleVanPelt for including the exciting news of @docupace acquiring @PreciseFP in this monthly @investmentnews #AdviserTech roundup!
#InvestmentNews #FinTech #FinancialAdvisors #Docupace #PreciseFP
Read more:
investmentnews.com/the-lates…
Docupace retweeted
Docupace retweeted
Are you looking for efficient marketing solutions to better fulfill your client’s needs?
In this week's podcast, Host Mike Woods and CMO of @docupace Ryan George discuss the technology that is closing the gap between clients and advisors.👇🏼 ow.ly/gvMZ50Fw37n
