Docupace Hosts Live Webinar with Holistiplan

LOS ANGELES, California – October 6, 2022 – Docupace, CMO Ryan George will be hosting a live webinar with Holistiplan, Head of Partnerships, Torie Happe on Tuesday, October 11 at 11am CT. Join them for a spirited discussion on how advisors can turn talk about tax returns into one of the most valuable client conversations they’ll have all year long.

Click here to register for the webinar.

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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.

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