Coverage of Docupace Appoints Mary Nelson as Chief Client Officer
Holmdel, NEW JERSEY – May 6, 2025 – Docupace, the premier provider of back-office software to streamline operations of wealth management enterprises and financial advisors, today announced the appointment of Mary Nelson as chief client officer. As chief client officer, Nelson will oversee all post-sale functions including onboarding, client success, support and professional services. Her leadership will be instrumental in advancing Docupace’s mission to eliminate friction and empower advisors to spend more time with clients.
Industry news covers this announcement. Click links below to read more.
About Docupace
Docupace is a solutions provider focused on digitizing and automating operations in the financial advice and investment industry. Financial services firms use the Docupace Platform (a cloud-based, integrated software suite) to reduce back-office expenses, improve efficiency, strengthen recruiting, and enhance the experience of advisors and investors. With headquarters in Holmdel, New Jersey, Docupace is proud to serve some of the largest independent broker-dealers and registered investment advisers (RIAs) in the financial services industry.
For more information, please visit www.docupace.com.
Media Contacts:
Ryan George
Chief Marketing Officer
Joseph Kuo / Donald Cutler
Haven Tower Group
jkuo@haventower.com / dcutler@haventower.com
