Docupace, a leading provider of back-office automation technology for the wealth management sector, has announced the launch of a fully revamped user interface and user experience as it undertakes a ...

Genstar Capital, a premier private equity player in the wealth management space, is making a majority investment in Docupace, which provides back-office software and support to advisory firms. Genstar ...

Clients: Broker-dealers, RIA firms and individual advisors. Value proposition: Provider of a fully regulation-compliant and secure digital-operation platform, including document management, workflow, ...

It's helpful, then, for financial advisors to establish and maintain written workflows to help them stay organized. At the very least, solo and small ensemble advisors can use checklists to stay on ...

Private equity firm Genstar Capital has acquired a majority share in Docupace, a provider of financial industry software headquartered in Holmdel, N.J., Docupace announced today. Genstar invests in ...

With this transaction, Docupace’s existing backer FTV Capital will remain a minority investor Financial Technology Partners served as financial advisor to Docupace while RBC Capital Markets served as ...

TaxStatus has launched two productivity tools designed to help financial advisors and improve accuracy and efficiency ahead of the 2025 filing season. The secure, personalized data solution provider ...

David Knoch serves as CEO of Docupace and Louis Retief serves as CEO of Hubly Docupace was founded in 2002 and Hubly was founded in 2019 Docupace, which is backed by Genstar Capital, has acquired ...

Docupace, a provider of cloud-based fintech software for the wealth management industry, is giving developers the access and ability to craft and test their own solutions using the company's APIs.

Think Advisor recognized Ryan George, chief marketing officer of Docupace, as part of the LUMINARIES Class of 2022, and specifically for his efforts at overseeing and executing a company-wide ...

HOLMDEL, N.J., Oct. 10, 2024 /PRNewswire/ -- Docupace, the trailblazer in back-office automation software for wealth management enterprises, proudly announces the launch of its next-generation user ...

This week, Docupace’s turn-key Advisor Transitions Program hit a milestone it has been building to since its launch in 2017. The California-based fintech focused on helping financial professionals on ...