Read full article here.
About Docupace
Docupace is the Wealth Operations Platform: a connected, configurable system for the operational jobs at the heart of wealth management – client data gathering, account opening & maintenance, advisor transitions, surveillance & compliance, and compensation – all using a single unified data layer that firms can build on and integrate across their technology ecosystem. Serving the industry’s largest broker-dealers and RIAs since 2002.
For more information, please visit www.docupace.com.
