Docupace Technologies B2B Case Studies & Customer Successes

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.

Case Studies

Showing 7 Docupace Technologies Customer Success Stories

Keel Point achieves faster, paperless client onboarding with Docupace Technologies

Keel Point

Scott Montes

Branch Office Supervisor

Maher Financial Group streamlines account processing with Docupace Technologies

Maher Financial Group

Zarefa Marini

Administrative Assistant supporting James P. Maher, JD, CSSC

NettWorth Financial Group improves compliance and document management with Docupace Technologies

NettWorth Financial Group

Tricia Sullens

Compliance Director

Securities America achieves faster, smoother advisor transitions with Docupace Advisor Transitions

Securities America

Steve Hill

CPA Financial Advisor

The Legend Group streamlines paperwork and boosts productivity with Docupace Technologies

The Legend Group

Adam Pearce

Certified Financial Planner

Vanderbilt Financial Group speeds advisor transitions and goes paperless with Docupace Technologies

Vanderbilt Financial Group

Kerim Tulun

Certified Financial Planner

Wallace Wealth Management achieves secure business continuity with Docupace Technologies

Wallace Wealth Management

Scott Wallace

President

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