D.A. Davidson Leverages Docupace to Fulfill Disclosure Delivery Requirements to Clients
/PRNewswire/ -- Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announced that D.A. Davidson & Co....
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/PRNewswire/ -- Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announced that D.A. Davidson & Co....
Thundering Herd advisors have sophisticated new mobile app, while onboarding application PreciseFP is acquired and other news.
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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 affiliated financial professionals. "It's a sensational day when two companies like Ameritas and Docup...