![]() “For far too long, the wealth management industry has not invested sufficiently in back-office solutions, in favor of building front-office resources that emphasizes look, feel and presentation. “We’re more than a decade into the digital era, yet paper-based processes still have a stranglehold on new account opening and too many financial advisors say the process for opening accounts is the most cumbersome portion of client interactions,” said David Knoch, chief executive officer at Docupace. The acquisition, which was announced at the Riskalyze Fearless Investing Summit in Palm Springs, CA, amplifies Docupace’s new account opening and client onboarding capabilities, while positioning the company for leadership across both the RIA and IBD segments of the wealth management space. Built by advisors for advisors, PreciseFP is combining its innovative client-facing capabilities with the Docupace Platform’s powerful automation, workflow and operations processing tools to create an end-to-end wealthtech ecosystem for advisors to engage clients and prospects. ![]() ![]() LOS ANGELES, California – Septem– Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, today commenced the next phase of its strategic transformation with the announcement of its acquisition of PreciseFP, the wealth management industry’s leading data gathering and client engagement solution. Acquisition Positions FinTech Partner of Choice to CRM, Financial Planning, TAMP and Custodial Firms for Leadership Across RIA and IBD SegmentsĬonnecting Back Office Platform with Innovative Client-facing Technology Creates End-to-End Digital Ecosystem for Advisors to Engage Clients and Prospects
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