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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.

We're now WELL into 2022 (all of 10 days as we write this!) and have had the benefit of having literally DOZENS of fintech entrepreneurs and C-suite executives volunteer to share their insights with Digital Wealth News on the coming year's trends in fintech and digital wealth

The financial advisor landscape is not only becoming more tech-friendly on the back-end but also more customized to the needs of clients. 

Docupace, the provider of back-office automation solutions for wealth management firms, made a big M&A splash this week at the Riskalyze Fearless Investing Summit in Palm Springs, with Docupace’s announcement of its acquisition of PreciseFP.

At this week’s OneVoice event, held in Orlando Florida, discussions that were both part of the formal agenda and informally among attendees contained a truly elevated sense of purpose and urgency on a wide range of topics – Including technology.