Docupace

Docupace

软件开发

Holmdel,NJ 7,085 位关注者

An Operating System for a Paper-based World

关于我们

Docupace is a leading digital operations technology provider that simplifies how wealth management firms process and digitize data, increasing efficiency, productivity, and profits. With the secure, cloud-based Docupace Platform, the Docupace team provides a suite of digital solutions that helps broker-dealers, RIAs, and their advisors streamline and automate client onboarding, document management, advisor transitions, Regulation BI, cybersecurity, and other critical workflows while maintaining SEC and FINRA compliance. With headquarters in Holmdel, New Jersey, Docupace is proud to serve a variety of firms, including some of the largest in the financial services industry, through a combination of proven technology and hands-on service.

网站
https://docupace.com/
所属行业
软件开发
规模
51-200 人
总部
Holmdel,NJ
类型
私人持股
创立
2002
领域
web-based、imaging、document management、workflow、saas、straight thru processing、client onboarding、advisor transitions、cybersecurity、e-signature、Regulation BI和new account opening

地点

  • 主要

    101 Crawford Corner Road

    Suite 1324

    US,NJ,Holmdel,07733

    获取路线
  • 3636 Westown Pkwy

    Suite 240

    US,Iowa,West Des Moines,50266

    获取路线

Docupace员工

动态

相似主页

查看职位

融资