Blog
Electronic Signatures: How to Navigate the Last Mile for Your Firm
Posted on March 20th, 2012
Tom Embrogno’s article “Electronic Signatures: How to Navigate the Last Mile for Your Firm” was recently spotlighted in Technology Tools … Learn more
Docupace Technologies, Inc. and Efficient Technology, Inc. Partnership Leads to Cost-Effective “StartingPoint” Solution
Posted on July 11th, 2011
StartingPoint, powered by Quik!® is the new first step of the ePACS® solution and includes a library of over 15,000 … Learn more
Williams Financial Group Provides a Competitive Edge to Its Affiliated Independent Financial Professionals
Posted on June 29th, 2011
WFG Integrates Front and Back Office Workflow with Docupace ePACS® Solution. “Docupace is a welcome addition to our technology platform, … Learn more
SEC OKs controversial registration plan for back-office workers
Posted on June 21st, 2011
This was in a recent article in Investment News by Dan Jamieson. The Securities and Exchange Commission yesterday approved … Learn more
Worry-Free Straight-Through-Processing
Posted on May 31st, 2011
While many broker-dealers have some form of electronic workflow process in place, it is often contained within the walls of the home or field office. Traditional workflow solutions achieve only “part-through processing,” almost inevitably resulting in delays and mistakes caused by waiting for physical signatures on documents and the laborious step-by-step approval process of paper applications that would be mailed or faxed (a security risk). Learn more