Case Study: Wallace Wealth Management achieves secure business continuity with Docupace Technologies

Wallace Wealth Management - Customer Case Study

Wallace Wealth Management, an independently owned financial services firm, was struggling with a paper-based filing process that made documents hard to find, limited access to one employee at a time, and slowed down work. To move toward automation, the firm evaluated several vendors and selected Docupace Technologies’ web-based document management and workflow platform, Docupace.

With Docupace Technologies, Wallace Wealth Management replaced its paper-heavy process with a scalable, web-based solution that improved efficiency, supported compliance, and reduced infrastructure dependence. The biggest proof came during Hurricane Ike, when the firm was able to access all data and documents remotely, avoid moving thousands of files, and keep operating without missing a beat.

Wallace Wealth Management

Scott Wallace

President