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How Docupace stripped the stress out of advisor client transitions more than a half million times

Published: June 30, 2022

Plus, a new partnership for Marstone and Facet Wealth adds to its award-winning team

Source: financial-planning.com

Related Topics:

United StatesDavid KnochBlucora Tax Smart InstituteAdvisor Transitions ProgramTax Smart InstituteTransitions ProgramDes MoinesWealthtech WeeklyWealth ManagementData And Information ManagementPractice And Client Management

Docupace Advisor Transitions Program Celebrates 500,000th Client Account Served

Published: June 28, 2022

Strategic integration unlocks efficient, frictionless and fully digital process for opening advisory accountsLOS ANGELES, June 28, 2022 /PRNewswir...

Source: businessinsider.com

Related Topics:

United StatesJoseph KuoDavid KnochProgramfrom DocupaceLos AngelesDonald CutlerPrnewswire DocupaceRyan GeorgeDocupace Advisor Transitions ProgramDocupace Technologies IncHaven Tower GroupAdvisor Transitions ProgramKnoch Advisor Transitions ProgramAdvisor Transitions Programfrom DocupaceAdvisor TransitionsDocupace PlatformDocupace Media Contacts