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Merrill MAX, PreciseFP Acquired, Benjamin Gets Schwab Alerts

Thundering Herd advisors have sophisticated new mobile app, while onboarding application PreciseFP is acquired and other news.

United statesDon whalenDavid knochMatt reinerKabir sethiSebastian skwarekMichael lestinaMerrill lynchCan now integrate schwab advisor centerTd ameritradeDisruptor technologySchwab advisor centerIndustry awardsGlobal wealth managementCollaborative on boarding experienceDigital wealth overview

Docupace Advances Strategic Transformation with Acquisition of Award-Winning Client Onboarding Provider PreciseFP

Docupace Advances Strategic Transformation with Acquisition of Award-Winning Client Onboarding Provider PreciseFP
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United statesDon whalenLos angelesJoseph kuo andrew wangRyan georgeDunn crutcherDocupace technologies incHaven tower groupDocupace platformIndustry awardNew account openingEnd ecosystem connecting clientsMedia contact

Docupace Makes Inc 5000 List of America s Fastest-Growing Private Companies

Docupace Makes Inc 5000 List of America s Fastest-Growing Private Companies
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United statesLos angelesScott omelianukRyan georgeDocupace technologies incDocupace platformMedia contact

Docupace Wins Gold Globee® in the 16th Annual 2021 IT World Awards®

Docupace Wins Gold Globee® in the 16th Annual 2021 IT World Awards®
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United statesLos angelesRyan georgeDocupace technologies incCorporate communications marketing worldCustomer sales service worldInternational best in businessSan madanDocupace platformGlobee awardsConsumer world awardsCustomer salesService world awardsInternational bestBusiness awardsGolden bridge awards

Revolutionary Document Managing Platform, Docupace, Selects 5W Public Relations as Agency of Record

Revolutionary Document Managing Platform, Docupace, Selects 5W Public Relations as Agency of Record
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United statesRonn torossianMatthew caiolaRyan georgePublic affairsHealth wellnessPr agencyCrisis communicationsB corporate communicationsPublic relationsDocupace platformDocupace chief marketing officerConsumer brandsCorporate communicationsReputation managementAmerican business