Try to be #best 'Cause you're only a processor And a #backoffice gotta learn to take it Try to #believe Though the going gets rough That you gotta hang tough to make it Tax season repeats itself Try and you'll succeed Never doubt Docupace is the one And you can have your #dreams You're the best around Nothing else is ever gonna keep your #NIGOS down You're the best around Nothing else is ever gonna keep your #NIGOS down You're the best around Nothing else is ever gonna keep your #NIGOS down #larusogoingtofight #sweeptheleg #backofficeheroes #wealthmanagement #financialadvice #financialplanning #CFP
Docupace
Software Development
Holmdel, NJ 7,127 followers
An Operating System for a Paper-based World
About us
Docupace is a leading digital operations technology provider that simplifies how wealth management firms process and digitize data, increasing efficiency, productivity, and profits. With the secure, cloud-based Docupace Platform, the Docupace team provides a suite of digital solutions that helps broker-dealers, RIAs, and their advisors streamline and automate client onboarding, document management, advisor transitions, Regulation BI, cybersecurity, and other critical workflows while maintaining SEC and FINRA compliance. With headquarters in Holmdel, New Jersey, Docupace is proud to serve a variety of firms, including some of the largest in the financial services industry, through a combination of proven technology and hands-on service.
- Website
-
https://docupace.com/
External link for Docupace
- Industry
- Software Development
- Company size
- 51-200 employees
- Headquarters
- Holmdel, NJ
- Type
- Privately Held
- Founded
- 2002
- Specialties
- web-based, imaging, document management, workflow, saas, straight thru processing, client onboarding, advisor transitions, cybersecurity, e-signature, Regulation BI, and new account opening
Locations
-
Primary
101 Crawford Corner Road
Suite 1324
Holmdel, NJ 07733, US
-
3636 Westown Pkwy
Suite 240
West Des Moines, Iowa 50266, US
Employees at Docupace
Updates
-
One survey found that only 13% of financial advisors feel they have complete control over their time. With so many demands on their time, it makes sense to automate as much as possible. Advancing technology like artificial intelligence and machine learning makes automating easier and more accessible than ever. Not sure where to start with automation? Here are six tasks advisors can automate. https://lnkd.in/g6Un2vvT
-
Congratulations to FTV Capital! It's been quite the journey and we are grateful for your #mentorship and #partnership #PoweringGrowthTogether
We’re so happy to kick off 2025 by announcing the close of our latest (and record!) fundraise totaling $4.05 billion in capital commitments for FTV VIII, our flagship fund, and FTV Ascend I, a debut fund dedicated to smaller investments. 🎉 With this fundraise we carry forward our mission to partner with the most innovative, high-growth companies globally and help them accelerate growth. Building on our 26-year lineage of proactively identifying, funding and supporting entrepreneurs, our approach with FTV VIII and FTV Ascend I remains steadfast: … Focus on core sectors – enterprise and financial technology and services – where we have significant experience and a proven track record. … Build long-term relationships rooted in trust and collaboration to drive exceptional outcomes. … Add value by leveraging our deep domain expertise, distinctive Global Partner Network®, and proven value creation platform via FTV Propel®. As growth equity plays an increasingly vital role in the innovation ecosystem, the launch of FTV Ascend I alongside our flagship fund allows us to support more entrepreneurs across a broader equity check spectrum while ensuring that every FTV portfolio company benefits from the breadth and depth of our platform. We couldn’t be more excited to partner with the next generation of entrepreneurs who are shaping global industries. Thank you to our limited partners, management teams, strategic advisors, Global Partner Network executives and the many other collaborators in our extended community for your partnership in #PoweringGrowthTogether. 🙌 📰 Read the full announcement in our press release: https://lnkd.in/gNTPPCtA #growthequity #growthinvesting
-
As we close the chapter on 2024, we wanted to take a moment to reflect on an amazing year here at Docupace & PreciseFP! Thank you to all our employees, partners and customers! https://www.docupace.com/
-
Top-producing advisors have several qualities in common. Achieving greatness happens by design not by accident. Inspired by the best-selling book The 7 Habits of Highly Effective People by Stephen Covey, here are 7 things advisors so to nurture professional success wherever they are in their career journey: 1. They Never Stop Learning 2. They Focus on Communication 3. They Do the Right Thing 4. They're Adaptable and Resilient 5. They Let Their Goals Guide Their Work 6. They Seek Inspirational People 7. They Embrace Technology https://lnkd.in/gWgmbjEF
-
We are excited to welcome Anta Kļava! When describing what Anta was most excited about she said, "I'm eager to learn from experienced colleagues, contribute to delivering high-quality products, and collaborate with this innovative team. I look forward to growing and thriving in this exciting role!" https://www.docupace.com/
-
We’re thrilled to announce that Docupace’s Marketing team has been recognized as a winner at the prestigious 2024 ThinkAdvisor Luminaries Awards! Our team received the Fintech Marketing Firm Award – Excellence in Marketing/PR for their incredible work in spreading the word about Docupace and driving our mission forward A special congratulations to Ryan George, Ashley Treangen, Kristin Manning, Nora Gallegos, MBA and the Haven Tower team – you continue to raise the bar, and we are all so proud to see your efforts recognized in such a big way. #Teamwork #Excellence #DocupaceProud https://lnkd.in/g2wx5-6X
-
The idea of planning retirement brings many feelings for clients, ranging from excitement to dread, confusion, and overwhelm. One recent survey found that 56% of Americans feel behind on saving for retirement. In this blog, we dive into how much clients really need to save. https://lnkd.in/gnZnx4gQ
How Much Do Clients Need To Save for Retirement? | Docupace
https://www.docupace.com
-
Clients come first!! Find out how to keep them happy even as you bring new financial advisors on board. See expert advice in our guide. Download it now. https://lnkd.in/gMkgBHDc
-
We designed this elegant platform to adapt as your business grows. From automated workflows to real-time insights, Docupace makes scaling effortless — without the need for significant additional investment. #WealthTech https://lnkd.in/gCVvsTMF