Docupace Technologies
Docupace Technologies, Inc., established in 2002 and headquartered in Los Angeles, California, specializes in developing document management and workflow solutions for various industries, primarily serving the financial services sector in the United States. The company offers a cloud-based, integrated software suite, Docupace Platform, which enables financial services firms to digitize and automate their operations. This platform includes features such as client onboarding, document management, advisor transitions, and other services, aiming to reduce back-office expenses, improve efficiency, strengthen recruiting, and enhance the experience of advisors and their clients. Docupace's solutions are designed to simplify clients' processes, digitize data, and increase productivity and profits. The company also provides services like ePACS for system connectivity and a Capture Module for front-end document functionality. Docupace has strategic relationships with other industry players and has offices in Hanover, Maryland; West Des Moines, Iowa; and Las Vegas, Nevada.
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
Acquisition in 2021
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
Acquisition in 2021
Jaccomo specializes in providing secure, robust software solutions for financial services firms, focusing on both back and front office operations. The company's offerings include a comprehensive suite of tools for compliance, data integration, financial reporting, an advisors portal, and compensation accounting. By enhancing the accessibility of data and reports, Jaccomo aids organizations in streamlining their operations for back office teams and meeting regulatory requirements.
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