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Riskalyze Fintech Report Card: June 2021 wealthmanagement.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from wealthmanagement.com Daily Mail and Mail on Sunday newspapers.
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Docupace CEO David Knoch In this episode, we discuss: How Docupace can help a financial advisor whether they are part of a large IBD or if they are a small RIA David’s view on how the industry handled the rollout of Reg BI (Regulation Best Interest) The steps Docupace is taking with compliance to keep advisors on track How is Docupace alleviating the need for “repapering” Why “document management” should really be considered “data management.” ....
Ameritas Selects Docupace as Back Office Platform 12/17/2020 | 07:04am EDT Send by mail : Message : Required fields LOS ANGELES, Dec. 17, 2020 /PRNewswire/ Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announces a new relationship with Ameritas, a Lincoln, Nebraska-based insurance, employee benefits and financial services company to digitally enhance its back office operations and deliver across-the-board efficiencies for its affiliated financial professionals. It s a sensational day when two companies like Ameritas and Docupace come together to improve efficiency and expand client access to much-needed financial advice, says David Knoch, Docupace Chief Executive Officer. Ameritas mission to fulfill life aligns with ours at Docupace – to democratize the capabilities of digital financial advice. ....