Pinnacle Investments Selects Docupace as Back Office Platform
Fast-growing wealth manager streamlines operations, leans into scale Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announces a new partnership with Pinnacle Investments, a Syracuse, New York-based independent broker-dealer and RIA, to digitally transform its back office operations and deliver across-the-board efficiencies for its affiliated financial......