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About Docupace
Docupace is the Wealth Operations Platform: a connected, configurable system built for the operational work at the heart of wealth management, including client data gathering, account opening and maintenance, advisor transitions, surveillance and compliance and compensation. Financial services firms use the company’s cloud-based platforms (Docupace, Hubly, PreciseFP, ComplianceEdge) to enhance the advisor and investor experience. Docupace empowers operational infrastructure through a single unified data layer that firms can build on and integrate across their technology ecosystem. With headquarters in Holmdel, New Jersey, Docupace is proud to serve some of the largest independent broker-dealers and registered investment advisers (RIAs) since 2002.
For more information, please visit www.docupace.com.
is here. Smarter data connections. More ways to make it yours.