Docupace

When the SEC comes knocking, you need to be prepared by understanding their rules, procedures, and priorities to stay compliant. In 2024, the SEC is focusing on advisor recommendations and fiduciary responsibility. Let’s look at advice from financial experts on what that means for advisors and firms and how you can prepare. https://lnkd.in/gNvirDJj

Navigating the world of modern day wealth management requires overhauling the #RIA industry’s approach to talent, client experience, growth, and development. Is your firm prepared? Check out the full webinar to learn more: https://lnkd.in/eD9hwqGK Ryan George Rob Sandrew Shannon Spotswood Dr. Preston D. Cherry, AFC®, CFT-I™, CFP® #wealthmanagement #advisors #riaofthefuture

Thank you to The Wall Street Journal WealthManagement.com ThinkAdvisor Citywire Digital Wealth News Wealth Solutions Report InvestmentNews AdvisorHub FA Magazine for covering our news with Genstar Capital and FTV Capital this week. 📰 📰 📰 📰 📰 #wealthmanagement #financialadvice #backofficeheroes https://lnkd.in/g2AzqyA5

Drumroll please… 🥁 🥁🥁 We have some exciting news to share from our corporate headquarters. Docupace has received a strategic majority investment from Genstar Capital! This partnership marks a significant milestone in our journey to revolutionize wealth management operations. Our CEO, David Knoch, welcomed the news as Docupace continues to expand its reach across financial services – and transforms the way industry leaders command workflow. “Genstar’s investment is a testament to our belief that Docupace is transforming how critical work gets done in wealth management enterprises,” David said. “With Genstar’s support, we are poised to enhance our platform, drive innovation, and continue delivering exceptional value to our clients.” Under FTV’s ownership, Docupace has grown into the leading platform for wealth management operations. Each workday, more than 130,000 electronic documents are processed and delivered, more than 62,000 work items are completed and nearly 10,000 new client accounts are opened using Docupace products and solutions. With the acquisitions of jaccomo and PreciseFP in 2021, the company expanded its platform solutions into compensation, compliance, and digital client data gathering. Thank you to FTV Capital for their continued support as a minority investor. We look forward to this next chapter of growth and success! https://lnkd.in/gCfr9qxJ #WealthManagement #Innovation #Investment #Growth #Docupace #GenstarCapital PreciseFP Michael Pinsker Michael Zebrowski Lori Hardwick Michael Vossler Christina Cavalli, SPHR, SHRM-SCP Judie Endemann Nouman Jan Liz Pavlik Leon Weiss Gregory Wilson, NACD.DC Warren Seymour Ryan George

We are excited to welcome Maris Puzaks! When describing what Maris was most excited about he said, "I'm most excited about the opportunity to work with such professional and nice people and to be part of a leading solution provider in the market." https://www.docupace.com/

Samantha Russell, Chief Evangelist at FMG , makes meaningful social engagement a part of her morning routine with the 80/20 rule. Watch the complete Docupace webinar, “Kiss, Marry, Kill for Advisor Marketers” now: https://lnkd.in/gbwaaxSS Ryan George Diana Cabrices Jess Flynn What’s your most “kissable” #AdvisorMarketing strategy?

As a financial professional, it’s your job to alleviate client concerns as much as possible. Read our guide for advice that can help. #wealthmanagement #wealthtech https://lnkd.in/gGv4V4Di

What’s the one service most financial clients want but aren’t getting? Tax planning. Unlock the power of early engagement and ensure your clients’ taxes are in top shape with the dynamic collaboration between PreciseFP and Holistiplan. Read more to find out how. https://lnkd.in/g4-E3gWu

Are financial advisors ready to navigate a tsunami of demand?   In his latest article in Financial Advisor Magazine, our very own Michael Zebrowski, COO at Docupace, delves into the critical need for scalability in wealth management. As the industry shifts with increasing demand and fewer advisors, Mike emphasizes the importance of effective technology deployment and enriched client data. Wealth managers need to be prepared and shift gears, if they haven’t done so already, as they navigate a giant tidal wave of demand for financial advice.   To avoid being blindsided, Mike recommends the implementation of unified wealthtech platform at firms, standardized processes that streamline operations with repeatable processes, and leveraging enriched data that tailor client communications and engagement. His expertise sheds light on how advisors can stay ahead by making wise decisions today and preparing for the future.   For more, check out the article here:https://lnkd.in/g7dEPU_2   #FinancialAdvice #Scalability #Wealthtech #ClientEngagement #FinancialPlanning

We are excited to welcome Dannah Karapondo! When describing what Dannah was most excited about she said, "I'm excited to work with the very talented team at Docupace to help create impactful solutions for our clients!" https://www.docupace.com/