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Wallace Wealth Management Averts Disaster
Wallace Wealth Management Averts Disaster with Docupace

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Los Angeles,Ca -  May 15, 2009 -  Wallace Wealth Management knew eliminating paper processes would greatly enhance their efficiency – saving time and money. Yet, no one could foresee the potential disasterhurricane Ike would bring. “When hurricane Ike hit in September 2008, we wouldhave been forced to relocate our entire vault and movethousands of physical files to a remote location – an unlikely task. If we didn’t have the web-based Docupaceplatform up and running, we would have lost months of processing time – placing our customers at risk,” said Scott Wallace, President, Wallace Wealth Managementand a Regional Director of Financial Network.“Instead, we safely left our building, knowing all ourdata and documents were dry, safe and secure. We justlogged in from home and we were in business. We

 

didn’t miss a beat thanks to Docupace.”Following the storm, Wallace and his team returned to their office to find the hurricane had damaged the roofand water running freely --- directly over the area wherethe paper files were formerly stored.
Wallace Wealth Management is an independently ownedand operated, financial services firm, serving financialadvisors and their clients. Financial advisors are registeredasrepresentatives with Financial Network Investment Corporation, an ING company. After evaluating anumber of vendors, Wallace Wealth Management chosethe web- based Docupace document management and workflow platform. “We choose Docupace because of their ability to deliver an enterprise-wide web-based solution to reduce costs and helping relieve our infrastructural dependencies
while improving customer service, supporting our compliance requirements and meeting other organizational goals. They showed a willingness to work with us,” recalls Wallace. “It was not a rigid sale. Based on our past experience with other companies, we didn’t want something sorigid it required us to change all of our processes. The architecture of this solution gave us a lot of options right away, and it is scalable to grow along with us,” Wallace said. “I consider Docupace one of the best investments we’ve made. Our most important goal is to be here for our customers. Anything we can do to make their experience rewarding or effortless is a priority,” continued Wallace, “Docupace helps us accomplish our mission.”

About Docupace Technologies
Docupace Technologies provides a state-of-the-art, web based integrated suite including document imaging, electronic document management, workflow, and records management. Docupace serves a wide business spectrum including broker dealers, financial advisors, real estate, insurance and other organizations.

Docupace plays a vital role in helping companies of all sizes save money and improve productivity by managing the storage, organization and retrieval of relevant information through their simple desktop interface. For more information visit www.docupace.com