Industry leader in delivering SEC/FINRA compliant paperless processing systems to financial svcs; document mgmt/workflow to capture-organize- route-access info
Joined April 2009
- Tweets 656
- Following 0
- Followers 670
- Likes 314
241 Photos and videos
Docupace retweeted
21 Apr 2022
Congratulations to Institute members recognized on the 2022 WEALTHTECH 100 - the world’s most innovative #WealthTech companies - @AssetMapLLC @smartriaco @docupace - #finserv #business #innovation fintech.global/wealthtech100…
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Docupace retweeted
24 Mar 2022
We are excited to welcome D.A. Davidson Companies to the Docupace family and look forward to our continued partnership! bit.ly/3qzsa82
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Docupace retweeted
25 Mar 2022
Congrats to our very own Kevin Armstrong for being named one of 2022 Most Influential Black Lawyers #Savoy bit.ly/3tEqFHJ
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Docupace retweeted
28 Mar 2022
Hey #BackOfficeHeroes, we see you! Now it’s time to get the recognition you deserve. Submit your nomination for the Back Office Heroes Awards bit.ly/3IFAXvy
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Docupace retweeted
29 Mar 2022
Docupace is proud to welcome Pinnacle Investments, LLC! Our team is excited to provide your #backoffie Platform #fintech #backofficeheroes #wealthtech #investments bit.ly/3wI45Qt
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Docupace retweeted
23 Mar 2022
Very excited to announce that we have closed FTV VII at $2.3B enabling us to continue partnering with today’s most innovative, high-growth companies to help them accelerate growth.✨🚀Read more here: ftvcapital.com/2022/ftv-vii-…
ALT FTV VII
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Docupace retweeted
21 Mar 2022
Docupace CEO David Knoch Honored as Top Technology CEO by WealthTech Americas prn.to/3qJzLRR
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It should be simple - advisors get paid timely and accurately for work completed. But too often it's not. Join us on Wednesday, March 23 at 11am CT for a live webinar discussing the six dimensions of next generation compensation processing. bit.ly/3I2K0pR
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Docupace retweeted
11 Mar 2022
Ep. 133: March News Roundup, via #WealthTechToday
@docupace and @Jiffyai to Bring Next Generation Automation to the Back Office
wp.me/p4Vi9D-4V4
@JonNealAlan @LexSokolin @Dana_Taormina
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We appreciate you @RegalHoldings
10 Mar 2022
Our partnership with Docupace continues to provide efficiencies for our affiliates. Docupace is a comprehensive, customizable solution for digitizing your wealth management practice and increasing productivity. Contact us today for a test drive!
calendly.com/carlsond/
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Docupace retweeted
10 Mar 2022
📣 New Webinar Announced! Join us on Weds 3/23 as we discuss the integration with @PreciseFP and how it can help you save time and impress your clients. Sign up here 👉 bit.ly/3syoogJ
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Docupace was mentioned in recent Business Insider article where investors and analysts discussed companies that embody the next generation of the wealth management industry. bit.ly/3J2JXfk
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Docupace David Knoch participated in recent FSI OneVoice 2022 Panel: How to Manage Client Expectations. Click here for full recap and recording. bit.ly/3CugjNy
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Docupace is equipped to innovate and transform the financial services industry. Read more to learn how we do it. #wealthmanagement bit.ly/3Ml8AG0
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Not sure where to begin in creating a digital experience for your clients?! Docupace Ryan George shares the key questions firms should ask themselves to guide the initial discussions in recent FA Mag article. bit.ly/3tp4dB1
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We are excited about our recently-announced new partnership with bit.ly/3hdDe5X It's time to bring next generation automation to the back office. bit.ly/3stDbJL
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Why are some firms failing on form CRS? According to the SEC, some firms are simply not following final instructions. Find out more. bit.ly/3H8GI48
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Wet signature, electronic signature and digital signature... do you know the difference? Secure and remote signature processing is more important than ever. Learn more from Docupace Richard Thoeny as he explains the difference in these signature formats. bit.ly/3sd3gg0
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Docupace Kevin Armstrong will be speaking next week at National Bar Association 35th Annual Corporate Counsel Conference on February 24 in Miami. This is a panel you will not want to miss! bit.ly/352S5ND
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