The opportunity for RIAs to experience explosive growth is there, but not without the right adjustments to meet the industry’s various challenges: differentiation, succession, and innovation to meet evolving client’s goals and needs. Our recent blog and webinar breaks down three areas where firms can start preparing for the future: ✔ Know and Embody Your Values ✔ Find and Retain Top Talent ✔ Look Ahead: Stay Relevant With a Next Gen Mindset https://lnkd.in/g4Bedmij
Docupace
Software Development
Holmdel, NJ 6,788 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
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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
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Primary
101 Crawford Corner Road
Suite 1324
Holmdel, NJ 07733, US
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3636 Westown Pkwy
Suite 240
West Des Moines, Iowa 50266, US
Employees at Docupace
Updates
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Struggling with NIGO rates in wealth management? Our comprehensive guide offers proven strategies to streamline processes and boost client trust. Download it now. https://lnkd.in/gRVuUwvh #WealthManagement #NIGOReduction
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Small inefficiencies in your processes or systems may seem like a nuisance or minor inconvenience. But over time, those seemingly small inefficiencies can add to significant time, money, and resource losses. As the financial services industry becomes more competitive and new investors enter the market, firms can’t afford to waste money and time on inefficiencies. Have you calculated the cost of this waste to your firm? Here are some hidden costs of inefficiency to consider. https://lnkd.in/gM_Pbd4E
The Hidden Cost of Inefficiency in Your Firm | Docupace
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Is your firm stuck in the dark ages? Clients want to work with a firm that is multigenerational, tech-forward, and highly personalized. See the full webinar to see how: https://lnkd.in/eD9hwqGK #wealthmanagement #advisors #riaofthefuture Dr. Preston D. Cherry, AFC®, CFT-I™, CFP® Ryan George Shannon Spotswood Rob Sandrew
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We are excited to welcome Amanda Gonzales! When describing what Amanda was most excited about she said, "I am excited to merge my years of Customer Success in software with my personal interest in wealth management. Look forward to leading and learning from the clients Docupace serves now and those coming in the future." https://www.docupace.com/
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If your wealth management firm is growing anytime soon, now is the time to prepare! Download our guide for expert advice on onboarding new advisors the worry-free way. https://lnkd.in/ggkn9jew
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The evolution of communication, from the telephone era to the digital age, has transformed how financial advisors connect with clients. Today, reaching out through social media channels is not just an option but a necessity. Our recent blog dives into 5 ways to expand your social media reach and deepen your social media relationships. https://lnkd.in/gSqnsvsb
How Financial Advisors Can Create Social Media Success | Docupace
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We are excited to welcome Jans Sumanas! When describing what Jans was most excited about he said, "I am most excited about the opportunity to collaborate with a friendly team of innovative professionals, engage in exciting new challenges, and enjoy a fridge full of ice cream." https://www.docupace.com/
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Exciting News! Wealth Solutions Report has partnered with Docupace to bring you the WSR State Of Advisor Technology Survey Report! This comprehensive survey of 140 wealth management professionals from RIAs, BDs, and wirehouses reveals key insights into client onboarding processes, technology stacks, and the challenges of switching firms. Some of our key findings will surprise even industry veterans. Takeaways: 1️⃣ Wirehouse advisors are more confident in switching firms compared to BD and RIA advisors. 2️⃣ RIAs spend the most time onboarding new clients. 3️⃣ Technology and resources play a crucial role in these processes. Ryan George, CMO of Docupace, emphasizes the importance of building robust tech stacks and client engagement procedures for RIAs to achieve growth. Check out the full report for more in-depth analysis and expert opinions from industry leaders like Strategic Blueprint, LLC, Cambridge Investment Research, Inc., and Stifel Independent Advisors. Read the full report here: https://lnkd.in/gBKiFfBU #WealthManagement #AdvisorTech #Docupace #ClientOnboarding #FinancialServices #SurveyResults
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Are you communicating enough with your clients? According to Diana Cabrices, one of the easiest ways to keep on top of it is through #EmailMarketing. Watch the complete Docupace webinar, “Kiss, Marry, Kill for Advisor Marketers” now: https://lnkd.in/gbwaaxSS Ryan George Samantha Russell Jess Flynn Which #AdvisorMarketing strategy would you put a ring on?