In the past 2-3 years there have been many changes in wealth management regulation. Listen in to a recent Wealth Compliance Leaders Podcast episode where Docupace Ryan George and InvestorCOM Inc. Parham Nasseri discuss how to keep up. https://t.co/YxOTXnTI7V
We live in the "age of busy". Freeing up time for RIAs can allow them to do what they do best, adding a human touch to every client interaction. Here's how. https://t.co/bjOnRVS9I4
Are you ready to implement digital solutions as part of your RIA growth strategy? Learn more about how you can capitalize on the digital operations trend to meet and exceed client expectations. https://t.co/ljMsecOHgG
Welcome to the Docupace family Erin Theiss! When describing what Erin was most excited about she said, "I am very excited to be joining a team that is so welcoming and has such a great working dynamic." https://t.co/dP0jwmgZpX
Excited to share we launched our new API Developer Portal today! Making it easier for developers to build solutions using our APIs. https://t.co/9cmLe518aG
A few weeks ago, we hosted a live webinar to showcase our new partner integration with RightCapital. If you missed the live demo, check out the replay here! https://t.co/8okJ8oZqFD
#FinancialPlanningWealthtechWeekly features Docupace's announcement of a partnership with #Orion from earlier this year and an interview with CEO, David Knoch from the 2022 #FutureProof Event. https://t.co/k3UevC4iu2
Welcome to the Docupace family Aneta Szymanska! When describing what Aneta was most excited about she said, "I'm really excited to work with all of the Docupace team. I like new challenges and I'm looking forward to meeting everyone." https://t.co/5p4pPxPNlv
Check out recent article from InvestmentNews on "The latest in financial #AdvisorTech"! There has been an increasing demand for tools that can support advisory firms to manage their multisystem workflows and Docupace can help. https://t.co/zDeilXJmEq
It's time to make a change! Larry Reiter discusses simple and practical solutions that can revolutionize your approach to gathering client data. https://t.co/etSu2iAFf7