Docupace is a solutions provider focused on digitizing and automating operations in the financial advice and investment industry.
Joined December 2021
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361 Photos and videos
13 May 2025
Welcome Alex! When describing what Alex was most excited about he said, "I'm excited to contribute to Docupace's mission of transforming financial services through innovative technology and delivering solutions that drive efficiency and compliance." docupace.com/
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12 May 2025
Stronger data. Smarter alerts. Better decisions. Connecting real-time insights with precise alerting ensures firms catch risks early—without the noise. See how it works.
Watch the full recording here: docupace.com/resources/intro…
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8 May 2025
Congratulations again to the 2025 Back Office Hero Award Winners!
docupace.com/back-office-her…
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6 May 2025
Find out if you’re making any of these 7 critical operational wealth management errors. And what to do if you are. Learn more: docupace.com/7-costly-sins-w…
#WealthTech #OperationalExcellence
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1 May 2025
If today’s wealth management clients want one thing, it’s personalization. It’s one thing to know that clients want personalized experiences; it’s another to deliver. Let's dive into three steps to provide high-quality personalization at scale. docupace.com/blog/3-ways-to-…
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29 Apr 2025
Excited to welcome Mary Nelson to the team as our Chief Client Officer! docupace.com/news-events/doc…
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28 Apr 2025
Trade surveillance is more than compliance—it’s essential risk management. Firms handle hundreds of alerts daily, but these 7 critical alerts help identify issues before they escalate. See what your system should be tracking. docupace.com/blog/7-critical…
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24 Apr 2025
Docupace CMO, Ryan George participates in Comma’s 2025 Inaugural Marketing Minds Council. The council comprises eight executive marketing leaders, each representing a different industry.
Meet the council. docupace.com/news-events/doc…
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22 Apr 2025
We are excited to be a sponsor and participate in the #RegEdEngageAnnualConference this week in Ft. Lauderdale! Our very own Michael Zebrowski will be participating in a panel as well. Look forward to seeing everyone there. docupace.com/news-events/doc…
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21 Apr 2025
LIVE WEBINAR: Enhancing Advisor Efficiency
Join @docupacetech and @Wealthbox next week for a live webinar on Tuesday, April 29, 2:00 pm ET
Discover how a seamless user experience with technology can transform efficiency for financial advisors. docupace.com/resources/enhan…
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16 Apr 2025
When your platform lags, compliance risks rise. Gaps in surveillance can lead to costly fines and reputational damage. A proactive approach starts with the right tools to detect and prevent issues before they escalate. docupace.com/surveillance-co… #wealthmanagement
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15 Apr 2025
We are excited to welcome Kristiana Mjodova! When describing what Kristiana was most excited about she said, "I'm thrilled to join a company that values collaboration, growth, and forward-thinking solutions." docupace.com/
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14 Apr 2025
Stop toggling between disconnected tools. With Docupace, your back office software all works in sync, saving time and reducing errors. Discover the integrations that power efficiency. docupace.com/ #WealthTech #BackOffice
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10 Apr 2025
Congrats to our very own Leon Weiss! Leon Weiss was recently named #WealthSolutionsReport Top Wealth Management CFOs. docupace.com/news-events/wsr…
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9 Apr 2025
Don't forget to submit your nomination for #TheBackOfficeHeroAwards by April 14th! Winners will be announced during our live virtual celebration on April 28th. docupace.com/back-office-her…
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8 Apr 2025
We are excited to welcome J.T. Petrilli to the team as Head of Mergers & Acquisitions! docupace.com/news-events/doc…
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7 Apr 2025
Outdated tools and missed alerts slowing you down? Docupace brings smarter solutions to surveillance and compliance with automation, customizable rules, and real-time alerts. Let’s get started. docupace.com/surveillance-co…
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4 Apr 2025
“We believe AI can enhance back-office efficiency, compliance and regulatory communications as part of a larger holistic system,” said David Knoch, CEO of Docupace.
Read from David and other industry leaders in recent Wealth Solutions Report article, docupace.com/news-events/doc…
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2 Apr 2025
Docupace is proud to announce this morning that it has been named to the #WealthTech100 list of high-performing wealth management technology companies. 👏 docupace.com/news-events/doc…
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