Docupace: Secure Digital Operations Platform for Broker-Dealers

“We work with our clients to lay out a digitized operation that takes them from coast to coast and is optimized for their model of doing business.”

Docupace aims to simplify operations in the highly regulated business of wealth management, which is bound to red tape burden, oversight, audit, retrieval request, etc.

The company digitizes operations for wealth management firms providing smooth integration of their technology into one digital environment.

I met with Mark Tapling, CEO at Docupace, to discuss the company’s structure, activities, offerings, technical details, and the prospects of the market.

Read the details on WealthTech Club.