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
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- Followers670
- Likes314
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
It should be simple - advisors get paid timely and accurately for work completed. But too often it's not. Join us on Wednesday, March 23 at 11am CT for a live webinar discussing the six dimensions of next generation compensation processing. bit.ly/3I2K0pR
Docupace retweeted
Ep. 133: March News Roundup, via #WealthTechToday
@docupace and @Jiffyai to Bring Next Generation Automation to the Back Office
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@JonNealAlan @LexSokolin @Dana_Taormina
We appreciate you @RegalHoldings
Our partnership with Docupace continues to provide efficiencies for our affiliates. Docupace is a comprehensive, customizable solution for digitizing your wealth management practice and increasing productivity. Contact us today for a test drive!
calendly.com/carlsond/
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 was mentioned in recent Business Insider article where investors and analysts discussed companies that embody the next generation of the wealth management industry. bit.ly/3J2JXfk
Docupace David Knoch participated in recent FSI OneVoice 2022 Panel: How to Manage Client Expectations. Click here for full recap and recording. bit.ly/3CugjNy
Docupace is equipped to innovate and transform the financial services industry. Read more to learn how we do it. #wealthmanagement bit.ly/3Ml8AG0
Not sure where to begin in creating a digital experience for your clients?! Docupace Ryan George shares the key questions firms should ask themselves to guide the initial discussions in recent FA Mag article. bit.ly/3tp4dB1
We are excited about our recently-announced new partnership with bit.ly/3hdDe5X It's time to bring next generation automation to the back office. bit.ly/3stDbJL
Why are some firms failing on form CRS? According to the SEC, some firms are simply not following final instructions. Find out more. bit.ly/3H8GI48
Wet signature, electronic signature and digital signature... do you know the difference? Secure and remote signature processing is more important than ever. Learn more from Docupace Richard Thoeny as he explains the difference in these signature formats. bit.ly/3sd3gg0
Docupace Kevin Armstrong will be speaking next week at National Bar Association 35th Annual Corporate Counsel Conference on February 24 in Miami. This is a panel you will not want to miss! bit.ly/352S5ND
