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June 29, 2022
Strategic integration provides digitally-enhanced new account opening to joint customersLOS ANGELES, June 29, 2022 /PRNewswire/ -- Docupace, the ...
June 28, 2022
Strategic integration unlocks efficient, frictionless and fully digital process for opening advisory accountsLOS ANGELES, June 28, 2022 /PRNewswir...
April 20, 2022
/PRNewswire/ -- Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, is proud to announce inclusion in...
April 7, 2022
/PRNewswire/ -- Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announces today that GLP Financial...
March 29, 2022
/PRNewswire/ -- Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announces a new partnership with...
March 23, 2022
/PRNewswire/ -- Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announced that D.A. Davidson & Co....
October 1, 2021
Thundering Herd advisors have sophisticated new mobile app, while onboarding application PreciseFP is acquired and other news.
December 17, 2020
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December 17, 2020
Ameritas Selects Docupace as Back Office Platform 12/17/2020 | 07:04am EDT Send by mail : Message : Required fields LOS ANGELES, Dec. 17, 2020 /PRNewswire/ -- Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announces a new relationship with Ameritas, a Lincoln, Nebraska-based insurance, employee benefits and financial services company to digitally enhance its back office operations and deliver across-the-board efficiencies for its aff...