Docupace
SaaS - Los Angeles, CA, US
Docupace Senior Management
John Cunningham
Chief Information Officer (CIO) and Chief Information Security Officer (CISO)
Docupace Details
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 Los Angeles, California, 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.
Docupace Technologies
Email Providers
Outlook
Marketing Automation
Hubspot
Domain Name Services
DNS Made Easy
Hosting
Google Cloud Hosting
CSS and JavaScript Libraries
VueJS