Tag : Docupace

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......
Ameritas Selects Docupace as Back Office Platform
Fintech News

Ameritas Selects Docupace as Back Office Platform

Fintech News Desk
by Fintech News Desk0
Leading insurance and investments provider inks agreement to streamline operations Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announces a new relationship with Ameritas, a Lincoln, Nebraska-based insurance, employee benefits and financial services company to digitally enhance its back office operations and deliver across-the-board efficiencies for......
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......
Docupace Welcomes Ryan George as Chief Marketing Officer
Fintech News

Docupace Welcomes Ryan George as Chief Marketing Officer

Fintech News Desk
by Fintech News Desk0
Leading provider of cloud-based digital operations platform to wealth management firms appoints veteran wealth management industry executive Docupace, the leader in cloud-based digital operations software for wealth management firms, today announced the appointment of Ryan George as the company’s Chief Marketing Officer. George joins former 1st Global president David Knoch, who assumed the......
Docupace Secures Growth Equity Investment from FTV Capital
Fintech Investment Services News

Docupace Secures Growth Equity Investment from FTV Capital

Fintech News Desk
by Fintech News Desk0
Docupace, the leader in cloud-based digital operations software for wealth management firms, announced it has secured a significant growth equity investment from FTV Capital, a sector-focused growth equity investment firm. This investment enables Docupace to expand its product and service offerings to its broker-dealer, registered investment adviser (RIA) and insurance......
Docupace Launches New Reg BI Compliance Solution
Fintech News

Docupace Launches New Reg BI Compliance Solution

Fintech News Desk
by Fintech News Desk0
Docupace announces Tracker BI product for delivery and comprehensive digital management of Form CRS and disclosures for Wealth Management Firms  Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announced the launch of its new Reg BI and Form CRS digital solution enabling broker-dealers and......
Docupace Announces Availability of Digital Adoption Bundles for Wealth Management
Fintech News

Docupace Announces Availability of Digital Adoption Bundles for Wealth Management

Fintech News Desk
by Fintech News Desk0
Broker-dealers and RIAs now can bundle a suite of digital tools to streamline operations form leading vendors for remote adoption for Q2 2020 Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, is announcing the availability of a suite of Digital Adoption Bundles that lower......
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