Tag : digital operations

Pinnacle Investments Selects Docupace as Back Office Platform
Digital Fintech News

Pinnacle Investments Selects Docupace as Back Office Platform

Fintech News Desk
by Fintech News Desk0
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......
Docupace Acquires Compliance and Advisor Compensation System jaccomo
Cloud Digital Fintech News

Docupace Acquires Compliance and Advisor Compensation System jaccomo

Fintech News Desk
by Fintech News Desk0
Expands back-office platform to include premier compliance, data integration and compensation capabilities Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announces it is expanding its back office platform with the acquisition of jaccomo, a premier compliance, data integration, financial reporting, and advisor compensation accounting system.......
Docupace and FA Match Form Strategic Partnership for Transitioning Financial Advisors
Digital Fintech News

Docupace and FA Match Form Strategic Partnership for Transitioning Financial Advisors

Fintech News Desk
by Fintech News Desk0
Leading fintech providers seek to enable more advisor choice, freedom and mobility Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announces it has formed a strategic partnership with FA Match, the industry’s only data-driven solution for advisor recruiting, focused on elevating the financial advisor and client experience......
Docupace Names Kevin Armstrong as General Counsel and Chief Legal Officer
Fintech Investment Services News

Docupace Names Kevin Armstrong as General Counsel and Chief Legal Officer

Fintech News Desk
by Fintech News Desk0
Fintech leader continues adding experienced, influential voices to executive leadership team Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announced Kevin Armstrong as the company’s general counsel and chief legal officer. Armstrong will oversee all legal matters and direct risk, compliance, audit and governance functions......
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