Docupace

Are operational missteps holding you back? Download our whitepaper to see 7 critical wealth management errors and explore the digital solutions to overcome each one. https://lnkd.in/gEWcGiet #WealthTech #OperationalExcellence

Docupace is excited to announce the fourth annual award program focused on the back office: The #BackOfficeHeroesAwards. In the financial wealth management industry, families rely on their trusted financial advisors and wealth managers to make informed decisions for their financial prosperity. However, what often goes unseen are the tireless efforts of the back office staff that make these advisors operate with maximum efficiency. These are the individuals who navigate complex systems, processes, and relationships to ensure that everything runs smoothly, day in and day out. At Docupace, we recognize these individuals as America’s back office heroes. This year, The Back Office Heroes Awards will recognize four individuals who have exemplified what it means to be a hero in the back office. Submit your nomination today! https://lnkd.in/grBzc5VE

We are excited to welcome Nate Edge! When describing what Nate was most excited about he said, "I am excited to solve technical problems for our clients and develop skills as a Support Engineer and SRE." https://www.docupace.com/

Risks don’t just come from outdated technology. Slow systems create gaps, missed alerts, and costly errors. If your platform is holding you back, it’s time to upgrade. #modernwealthtech https://lnkd.in/gedM-_Zz

Docupace is excited to sponsor and participate in the upcoming Cramer & Associates Compliance, Ops & Tech Roundtable next week in Nashville! Ryan George Matt Paulsen ?? https://lnkd.in/gPJZEzFE

It's with great pleasure to share that Docupace has won three The Stevie? Awards (Gold, Silver and Bronze) for 2025. ?? Docupace's Omnichannel Customer Services wins a Bronze Stevie Award for Best Use of Omnichannel in Custom Service – Financial Services Industries. ?? The PreciseFP Support Team wins a Silver Stevie Award for Front-Line Customer Service Team of the Year in Customer Service. ?? Our very own?Deborah Miller was recognized as?Woman of the Year in Customer Service!! Such wonderful news to celebrate for the hard work our training and support team do day in and day out to support our clients. https://lnkd.in/gHThVks5

Proud to announce, we have been named a "Best Place to Work" by InvestmentNews ?? ?? A true testament to our people and the culture that has been built! https://lnkd.in/gVK8E2-w

We are thrilled to share some big news with you – Docupace has acquired Hubly Inc. ?? Acquiring Hubly Inc advances our mission to provide a top-of-the-line back-office ecosystem to firms of all sizes across all channels. “Hubly Inc and Docupace share a passion for taking the complex, cumbersome and most arcane areas of the wealth management industry and transforming them into a unified, transparent and intelligent experience,” said Docupace Chief Executive Officer David Knoch. "This acquisition perfectly aligns with our strategic vision to deliver a comprehensive back-office ecosystem to the financial services industry and underscores our commitment to delivering exceptional back-office software solutions to TAMPs, broker-dealers, banks, RIAs and more.” If you’re interested in learning more about Hubly Inc and the story of how our companies are uniting, check out this morning’s press release: https://lnkd.in/gZH73_wv

We are excited to welcome Zach M.! When describing what Zach was most excited about he said, "I’m excited to contribute my skills to an organization that will challenge me, foster my growth, and help me develop new abilities every day, all while driving the organization forward into the future." https://www.docupace.com/

Unlock the secrets to regulatory success! Our guide provides insights on compliance, AI, cryptocurrency, and more. Download our regulatory priorities guide today! https://lnkd.in/gVu6cufr #regulatory #compliance