Technical Partners

Docupace understands the need to establish key partnerships with a variety of companies in order to provide our customers with the highest level of quality and compatibility.

 

Here is a list of some of our key Partners:

Software Partners

 

 

Formerly eAssist, Appcrown (http://www.appcrown.com) is an operational system for advisors built on the salesforce.com platform, which can integrate virtually any existing technology, including CRM; portfolio accounting, financial planning, compliance and back office management, as well as data aggregation.


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Leading financial services organizations and top financial advisors worldwide rely on Ebix’s (formerly EzData) practice management, agency management, and CRM solutions to systematize proactive, hi-touch communication with clients, increase sales, and reduce operational costs. E-Z Data solutions are used by more than a quarter million financial services professionals and industry-leading firms including HSBC, M Financial, MetLife, National Financial Partners, ProEquities, Prudential, Royal Alliance, and Securian. For more information, go to www.ezdata.com or call 800-777-9188.



Laser App Software (www.laserapp.com) is the financial industry standard in form filling software. Laser App creates products that combine state of the art form filling technology with a current library of industry related forms. These forms are programmed with business logic and maintained by Laser App, so reps can focus on selling, rather than completing paperwork.

Laser App uses your broker, rep, and client data to assist you in filling out the tedious and redundant fields in securities, annuity, clearing firm, and broker/dealer forms. Your data can be pulled directly from your contact management system, your database or from within Laser App's own database.


 

Redtail Technology (www.redtailtechnology.com) delivers web-based Client Relationship Management (CRM), paperless office Imaging solutions and Email Archiving and Retention services. Offered as a subscription service, Redtail provides financial professionals with the tools necessary for their trade in an easy to use fashion that they can get up and running quickly. Additionally, the features of the service are flexible enough to meet the specific needs of the independent financial professional. Redtail's high-performance platform is compatible with all environments and integrates with many popular financial industry solutions.



Recordsoft Data Security Services help take the complexities out of today's cyber-security landscape. Today's Financial Professional has the challenging job of dealing not only with ever more sophisticated cyber-threats but also a maze of federal, state and SRO regulations. Whether a single office or an entire broker dealer, Recordsoft can help you develop and implement an appropriate security program, including written information security policies, staff training, daily monitoring and reporting. Good security need not be burdensome or expensive. http://www.securitysnapshot.com or call 888-240-7235


 

Designed and built by financial advisors for financial advisors, Junxure’s (www.junxure.com) powerful features take financial advisory businesses to the next level by automating critical processes, ensuring that Advisors can continue to provide the highest level of client service while increasing productivity and profitability.

 


 

 

Scanning Partners

 


 

Canon U.S.A., Inc( www.canon.com), is a leader in professional business and consumer imaging equipment and information systems. Our extensive product line and digital solutions enable businesses and consumers worldwide to capture, store, and distribute information. Canon products include color and black-and-white copiers, printers, image filing systems, facsimile machines, cameras and lenses, camcorders, semiconductor, broadcast, and optical equipment, flatbed scanners, and other specialized industrial products.


As the world's leading manufacturer of document scanners, Fujitsu (www.fcpa.com) delivers solutions for a multitude of imaging applications. The Fujitsu family of high-quality scanners covers the gamut from desktop and departmental applications to enterprise-wide and dedicated production imaging environments. As a Fujitsu software partner, Docupace supports the complete Fujitsu scanner family through Kofax and TWAIN interfaces.



The Document Imaging division (www.kodak.com) of Eastman Kodak Company has pioneered technological advances in image, document and components products for more than 70 years. Our products make it easier and more cost-effective for document-rich enterprises in business and government to capture, file, find, manage and distribute information with complete assurance of future access. Document Imaging is unique in its ability to provide document management products based on digital technologies, micrographics, or a mix of the two.


 

Hardware Partners

 

 

Dell Inc. (www.dell.com) listens to customers and delivers innovative technology and services they trust and value. Uniquely enabled by its direct business model, Dell is a leading global systems and services company


 

EMC Corporation is the world’s leading developer and provider of information infrastructure technology and solutions that enable organizations of all sizes to transform the way they compete and create value from their information. Information about EMC’s products and services can be found at www.EMC.com


 

PC Disposal (www.pcdisposal.com) provides asset retirement services for companies of all sizes throughout the United States and Canada. Many of our clients are Fortune 500 companies and U.S. government agencies. PCD recycles outdated computers, TVs, monitors, printers, cell phones, PDAs and much more. PC Disposal is the first computer recycling company to back its services with a $1,000,000 secure data guarantee. All services are fully compliant with HIPAA, Gramm-Leach-Bliley and Environmental Protection Agency rules.

 

 

Topaz Systems is a leading developer and manufacturer of electronic signature software and hardware, and has been based in Simi Valley, California since 1995.  Topaz provides all the hardware, software, intellectual property, and expertise to enable paperless document creation, signing, and authentication of electronic forms with digital handwritten signatures. Topaz offers the widest variety of products, software tools, and operating system support in the industry and provides unlimited software support and updates at no charge.  You can also feel proud in using a Topaz pad because we manufacture our products in the USA.

Topaz is the recipient of multiple industry awards include Deloitte technology Fast 50 and Fast 500 honors, and INC 500, and INC 5000 recognition.  Topaz pads are installed in more than 90 countries with hundreds of thousands of users.  They are the de facto standard for many industries, including automotive.  Topaz pads are the preferred choice of thousands of resellers, system integrators and independent software vendors for the ir ease of integration and multiple price points and configurations.  For more information, visit Topaz Systems.

 

 

Consulting Partners

 

 

 

ActiFi - The Advisor's Advisor.: Actifi works with investment practices and enterprise clients to alter the economics  of delivering world-class advice.  By implementing their proven people, process, and technology solutions, advisors run a more effective and profitable practice with results that scale over time.


 

Resellers

 

 

Docupace has a network of national value added resellers that can develop and manage your Docupace solution.  Please contact Docupace for a list of certified resellers in your area.

 

Interested in becoming a Docupace partner?

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