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
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.
