HOLMDEL, N.J. – September 11, 2025 – Docupace, the premier provider of back-office software to streamline operations of wealth management enterprises and financial advisors, is named a finalist for “Excellence in Tech” in the Best Digital Solutions Provider category.
Winners will be announced at the awards ceremony on December 3, 2025.
View full list of finalists 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.
About ThinkAdvisor
ThinkAdvisor (ThinkAdvisor.com) provides financial advisors, registered investment advisors, and wealth managers with comprehensive coverage of the products, services, and information they need to guide their clients in making critical wealth, health, and life decisions. The website showcases advisors adapting and succeeding in new ways, translating the impact of industry regulation, dealmaking, and technology into digestible coverage, so advisors have more time to spend advising clients and running their businesses.
Media Contacts:
Ryan George
Chief Marketing Officer
Joseph Kuo / Donald Cutler
Haven Tower Group
jkuo@haventower.com / dcutler@haventower.com
