LOS ANGELES, California – December 9, 2022 – The WSR Wealth Exemplar Awards Wealthtech Firm of the Year goes to three top firms providing technology solutions for firms that operate within the non-institutional wealth management space. WSR names Docupace, Snappy Kraken, and Advyzon WealthTech Firm of The Year.
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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.
