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LOS ANGELES – October 24, 2023 – Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, today announces the continued expansion of its...

As industry consolidation continues apace and wirehouse breakaway recruiting wars intensify, it is clear that technology and digital solutions comprise a compelling part of an independent firm’s value proposition.

Docupace, a leading cloud-based fintech digital operations software provider for the wealth management industry, today announced that Leon Weiss has joined its executive leadership team as...

George and his team recognized for their passion, performance and prowess in stewarding Docupace’s respected brand into exciting new era. LOS ANGELES – June 27, 2023 – Docupace,...

Docupace, the cloud-based fintech digital operations software company for the wealth management industry hired Mike Zebrowski to serve as its Chief Operating Officer. Zebrowski represents...

Docupace, the cloud-based fintech digital operations software provider for the wealth management industry, has launched the RIA Productivity Suite. Designed in consultation with Ezra...

The leaves aren’t the only things changing this fall. As the wealth management and wealthtech industries moves into the fourth quarter, they face an...

Los Angeles-based fintech and wealthtech operations software provider Docupace, named several new executives and management team leads to support the company’s strategic expansion, the...

The Los Angeles-based fintech and digital operations software firm Docupace recently completed the successful transition of 500,000 client...

Wealth management industry cloud software giant, Docupace, is teaming up with automation application maker, JIFFY.ai, which helps enterprises automate complex business processes, to create new automation solutions including machine learning and advanced analytics that scale across enterprise operations, the company announced in late January.