Technology Orion Portfolio Solutions Selects Docupace for Workflow Automation AIT News Desk Feb 15, 2023 Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announced that Orion Portfolio Solutions…
Technology Docupace Adds Mike Zebrowski as Chief Operating Officer AIT News Desk Jan 31, 2023 Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, is honored to welcome Mike Zebrowski as…
Cloud Docupace Enhances Integration with Envestnet, Strengthening Digital Solution for Managed Accounts AIT News Desk Jul 27, 2022 Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announces the next phase of its strategic…
Cloud Docupace Compliance TRACKR Simplifies Complex, Expanding Advisor Compliance Requirements AIT News Desk Jun 24, 2022 Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, is evolving the Docupace Platform's …
Financial Services Docupace Acquires Compliance and Advisor Compensation System Jaccomo AIT News Desk May 24, 2021 Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announces it is expanding its back office…