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…
Machine Learning Docupace Named to AIFinTech100 List of Most Innovative WealthTech Companies AIT News Desk Jul 13, 2022 AIFinTech 100 recognizes the most world's most innovative solution providers developing artificial intelligence (AI) and machine learning…
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 …
Automation Docupace, JIFFY.ai Partner To Bring Next Generation Automation To The Back Office AIT News Desk Jan 27, 2022 Product Partnership Brings JIFFY.ai's Integrated Intelligent Automation to the Docupace Platform Docupace, the leader in cloud-based fintech digital…
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…
Financial Services Docupace and FA Match Form Strategic Partnership for Transitioning Financial Advisors AIT News Desk Apr 16, 2021 Leading fintech providers seek to enable more advisor choice, freedom and mobility Docupace, the leader in cloud-based fintech digital operations…
Financial Services Docupace Names Kevin Armstrong as General Counsel and Chief Legal Officer AIT News Desk Oct 13, 2020 Fintech Leader Continues Adding Experienced, Influential Voices to Executive Leadership Team Docupace, the leader in cloud-based fintech digital…
Financial Services Docupace Welcomes Ryan George as Chief Marketing Officer AIT News Desk Sep 11, 2020 Leading Provider of Cloud-Based Digital Operations Platform to Wealth Management Firms Appoints Veteran Wealth Management Industry Executive…