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Docupace Adds Acclaimed Sales Leaders to High-Performing Unit

Docupace Adds Acclaimed Sales Leaders to High-Performing Unit
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United statesRyan georgeJohn kotsiantosMichael kroenerLos angelesEvan smithasRoger romeroMichael vosslerCaitlynn bowersDavid knochPrnewswire docupaceDocupace technologies incMerrill lynchAdds acclaimed sales leadersEnterprise salesAccount executive

Orion Portfolio Solutions Selects Docupace for Workflow Automation

/PRNewswire/ Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announced that Orion Portfolio.

United statesJoseph kuoDavid knochLos angelesDonald cutlerPrnewswire docupaceBecky niiyaRyan georgeOrion advisor solutionsDocupace technologies incHaven tower groupOrion portfolio solutionsRedtail technologyOrbium wealth managementDocupace platformData synchronization

Docupace Adds Mike Zebrowski as Chief Operating Officer

/PRNewswire/ Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, is honored to welcome Mike.

United statesLos angelesEdmond waltersDavid knochPrnewswire docupaceRyan georgeLori hardwickWealth solutionsAward for hot technology of the yearDocupace technologies incTd bankAccomplished wealthtech executiveLead productMike zebrowskiChief operating officerAdvisor innovation labs

Docupace Advisor Transitions Program Celebrates 500,000th Client Account Served

Strategic integration unlocks efficient, frictionless and fully digital process for opening advisory accountsLOS ANGELES, June 28, 2022 /PRNewswir.

United statesJoseph kuoDavid knochProgramfrom docupaceLos angelesDonald cutlerPrnewswire docupaceRyan georgeDocupace advisor transitions programDocupace technologies incHaven tower groupAdvisor transitions programKnoch advisor transitions programAdvisor transitions programfrom docupaceAdvisor transitionsDocupace platform

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