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.