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Solution Provider Spotlight: Docupace

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by Docupace
| 21/02/2024 15:00:00

At The Wealth Mosaic, we are committed to showcasing the innovative solution providers that are driving the digital transformation of the wealth management industry.

To continue the Solution Provider Spotlight series, where we highlight the innovative companies shaping the future of wealth management, we are shining the spotlight on Docupace, a leading digital operations technology provider that simplifies how wealth management firms process and digitise data.

Docupace is a solutions provider focused on digitising and automating operations in the financial advice and investment industry. Financial services firms use the Docupace Platform, a Cloud-based, integrated software suite, to reduce back-office expenses, improve efficiency, strengthen recruiting, and enhance the experience of advisers and investors.

“At Docupace our strategic vision is to turn financial planning into financial planning well-executed and make back-office professionals the heroes of the next decade in financial services and wealth management," says David Knoch, CEO of Docupace.

Docupace is a back-office ecosystem, enabling firms of all sizes in the financial services industry, to capture the ROI of front-office technology investments, turn execution into competitive advantage, and secure better financial futures for the clients they serve.

Discover more about Docupace here.