Docupace
Docupace is a solutions provider that focuses on digitizing and automating operations within the financial advice and investment industry. Its cloud-based platform serves wealth management firms by offering a comprehensive suite of services, including client onboarding, document management, surveillance, compliance, and advisor transition. By utilizing the Docupace Platform, financial services firms can securely store documents in a cloud-based vault, which is always prepared for audits. The platform aims to reduce back-office expenses, enhance efficiency, and improve the overall experience for both advisors and their clients, ultimately increasing productivity and profitability.
Hubly is a Canadian-based workflow tool designed for financial advisors, aimed at enhancing efficiency and service delivery. The platform enables financial professionals to create and organize workflows, track client progress, and prioritize daily tasks from a centralized dashboard. By generating summaries and performance analytics, Hubly equips advisors to become better educators and project managers while ensuring that critical tasks are not overlooked. The company's mission is to empower financial services professionals with effective technologies that facilitate the scaling of their services and processes, making affordable and unbiased financial advice more accessible.
PreciseFP is a platform that streamlines the customer lifecycle for financial advisors by automating workflows and enhancing the client experience. It enables advisors to efficiently gather, store, and securely share client information online. This automated engagement and onboarding solution allows financial professionals to easily manage financial data, facilitating the creation of tailored financial plans and supporting business growth. By digitalizing the process, PreciseFP aims to simplify the management of client interactions and improve overall operational efficiency for advisors.
jaccomo offers a secure, industrial-strength back and front office system for financial services firms. Our premier compliance, data integration, financial reporting, advisors portal, and compensation accounting system are unmatched in the industry. We work with your organization to help optimize the accessibility of data and reports for the back office team and regulators.
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