Docupace Helped Keel Point Get Up to Speed With Digital Client Onboarding
Keel Point
Scott Montes
Branch Office Supervisor

Docupace Technologies is the premier provider of secure and compliant electronic processing solutions for financial services firms and their advisors. The company created and implemented the industry's first Web-based, SEC/FINRA compliant Straight-thru-Processing (STP) platform. Driven by increased levels of competition, privacy issues, document protection and government regulation, industry-leading firms are adopting the company’s solutions in order to sustain profitability and audit-risk assurance.
Showing 7 Docupace Technologies Customer Success Stories
Keel Point
Scott Montes
Branch Office Supervisor
Maher Financial Group
Zarefa Marini
Administrative Assistant supporting James P. Maher, JD, CSSC
NettWorth Financial Group
Tricia Sullens
Compliance Director
Securities America
Steve Hill
CPA Financial Advisor
The Legend Group
Adam Pearce
Certified Financial Planner
Vanderbilt Financial Group
Kerim Tulun
Certified Financial Planner
Wallace Wealth Management
Scott Wallace
President
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