Docupace Named A Finalist in Three Categories for Wealth Management 2025 Industry Awards

HOLMDEL, N.J. – June 2, 2025 – Docupace was named a finalist in three categories for the Wealth Management 2025 Industry Awards.

Business Support Systems: The Docupace Platform

Chief Marketing Officer of The Year: Ryan George

Client Onboarding / New Account Opening: PreciseFP Onboarding

See the full list of finalists here.

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.