Top-producing advisors have several qualities in common. Achieving greatness happens by design not by accident. Inspired by the best-selling book The 7 Habits of Highly Effective People by Stephen Covey, here are 7 things advisors so to nurture professional success wherever they are in their career journey: 1. They Never Stop Learning 2. They Focus on Communication 3. They Do the Right Thing 4. They're Adaptable and Resilient 5. They Let Their Goals Guide Their Work 6. They Seek Inspirational People 7. They Embrace Technology https://lnkd.in/gWgmbjEF
Docupace
Software Development
Holmdel, NJ 7,105 followers
An Operating System for a Paper-based World
About us
Docupace is a leading digital operations technology provider that simplifies how wealth management firms process and digitize data, increasing efficiency, productivity, and profits. With the secure, cloud-based Docupace Platform, the Docupace team provides a suite of digital solutions that helps broker-dealers, RIAs, and their advisors streamline and automate client onboarding, document management, advisor transitions, Regulation BI, cybersecurity, and other critical workflows while maintaining SEC and FINRA compliance. With headquarters in Holmdel, New Jersey, Docupace is proud to serve a variety of firms, including some of the largest in the financial services industry, through a combination of proven technology and hands-on service.
- Website
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https://docupace.com/
External link for Docupace
- Industry
- Software Development
- Company size
- 51-200 employees
- Headquarters
- Holmdel, NJ
- Type
- Privately Held
- Founded
- 2002
- Specialties
- web-based, imaging, document management, workflow, saas, straight thru processing, client onboarding, advisor transitions, cybersecurity, e-signature, Regulation BI, and new account opening
Locations
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Primary
Get directions
101 Crawford Corner Road
Suite 1324
Holmdel, NJ 07733, US
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Get directions
3636 Westown Pkwy
Suite 240
West Des Moines, Iowa 50266, US
Employees at Docupace
Updates
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We are excited to welcome Anta Kļava! When describing what Anta was most excited about she said, "I'm eager to learn from experienced colleagues, contribute to delivering high-quality products, and collaborate with this innovative team. I look forward to growing and thriving in this exciting role!" https://www.docupace.com/
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We’re thrilled to announce that Docupace’s Marketing team has been recognized as a winner at the prestigious 2024 ThinkAdvisor Luminaries Awards! Our team received the Fintech Marketing Firm Award – Excellence in Marketing/PR for their incredible work in spreading the word about Docupace and driving our mission forward A special congratulations to Ryan George, Ashley Treangen, Kristin Manning, Nora Gallegos, MBA and the Haven Tower team – you continue to raise the bar, and we are all so proud to see your efforts recognized in such a big way. #Teamwork #Excellence #DocupaceProud https://lnkd.in/g2wx5-6X
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The idea of planning retirement brings many feelings for clients, ranging from excitement to dread, confusion, and overwhelm. One recent survey found that 56% of Americans feel behind on saving for retirement. In this blog, we dive into how much clients really need to save. https://lnkd.in/gnZnx4gQ
How Much Do Clients Need To Save for Retirement? | Docupace
https://www.docupace.com
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Clients come first!! Find out how to keep them happy even as you bring new financial advisors on board. See expert advice in our guide. Download it now. https://lnkd.in/gMkgBHDc
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We designed this elegant platform to adapt as your business grows. From automated workflows to real-time insights, Docupace makes scaling effortless — without the need for significant additional investment. #WealthTech https://lnkd.in/gCVvsTMF
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Docupace reposted this
We're not just a "forms library" - we're a robust partnership. David Knoch explains how Quik! went above his expectations. #FinTech #formsautomation #formsprocessing #partnership #wealthmanagement #financialservices
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How do you know your processes are negatively impacting client experience? Recent blog post discusses these four giveaways: 1️⃣ Information, not Conversation 2️⃣ Lots of Paperwork - with Actual Paper 3️⃣ Your Know Your Clients' Numbers, but Not Your Clients 4️⃣ App-Switching Read more about these four warning signs. https://lnkd.in/gXRvukQN
Processes Matter: How the Right Tech Stack Improves Client Experience | Docupace
https://www.docupace.com
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Docupace reposted this
Wealth Solutions Report CEO Larry Roth’s latest trend article explores how to build a wealthtech firm from the ground up. Featuring insights from: Dan Johnson, Managing Director, F2 Strategy Brendan Falls, EVP, Chief Growth Officer, GeoWealth Sid Yenamandra, Founder and CEO, Surge Ventures Ryan George, Chief Marketing Officer, Docupace #WealthManagement #FinancialAdvisors #Wealthtech #Fintech
What does it really take to build a wealthtech company that succeeds? My latest article in Wealth Solutions Report explores this topic with execs who have been in the trenches. Ryan George revealed how Docupace evolved from document storage to become the back-office partner of choice for major financial institutions. Brendan Falls opened up about GeoWealth's journey from inside an RIA to becoming a TAMP player (and what it's like working with his brother Colin). Sid Yenamandra walked us through how Surge Ventures identified critical compliance gaps and built solutions through strategic acquisitions. And Dan Johnson at F2 Strategy shared insights on the delicate balance of where to excel vs. where "good enough" works. Grateful to each of these leaders for their candor and practical wisdom. If you're interested in the real story of building successful wealthtech companies, this article is worth your time. https://lnkd.in/eJvXNznK #wealthtech #financialadvisors #wealthmanagement
Building A Wealthtech Firm From The Ground Up
https://wealthsolutionsreport.com
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We are excited to welcome Claire Kim When describing what Claire was most excited about she said, "I'm really excited about the opportunity to work with a new team and build meaningful relationships with my colleagues. I'm also eager to apply my project management skills to make a tangible difference, streamline processes and contribute to the overall success of the organization." https://www.docupace.com/
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