HOLMDEL, N.J. – December 30, 2025 – Docupace was included in Financial Planning’s expert predictions roundup, with insights from Chief Marketing Officer Ryan George on how AI in wealthtech will collide with operational and regulatory realities in 2026. Ryan’s perspective emphasizes that while AI adoption will accelerate, real value will come from practical, compliant applications that drive efficiency, scalability and measurable outcomes for advisory firms.
Read full article here.
About Docupace
Docupace is a software provider focused on digitizing and automating operations in the financial advice and investment industry. Financial services firms use the company’s cloud-based platforms (Docupace, Hubly and PreciseFP) 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
