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Financial Services Transaction Processing Platform | Docupace

Docupace is a tech company based in Los Angeles that offers a unified workflow and document management automation software for financial services firms. Our solution increases operational efficiency, productivity, and profit by automating the way offices operate and do business – all in one solution.

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Financial Services Transaction Processing Platform | Docupace | docupace.com Reviews
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Docupace is a tech company based in Los Angeles that offers a unified workflow and document management automation software for financial services firms. Our solution increases operational efficiency, productivity, and profit by automating the way offices operate and do business – all in one solution.
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1 overview
2 account opening
3 centralized vault
4 smart forms
5 data room
6 advertising review
7 advisor onboarding
8 transition assistant
9 compliant mail
10 alternative investments
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Financial Services Transaction Processing Platform | Docupace | docupace.com Reviews

https://docupace.com

Docupace is a tech company based in Los Angeles that offers a unified workflow and document management automation software for financial services firms. Our solution increases operational efficiency, productivity, and profit by automating the way offices operate and do business – all in one solution.

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Membership Benefits - Docupace Technologies

https://www.docupace.com/for-rias

Membership Benefits - Docupace Technologies. What are the benefits of becoming a member of the STP Network? Faster Processing of Transactions. Highest Level of Cyber Security. Eliminates Mail Costs and Delays. Convenient and Secure eSignature. Paperless and Automated Processing. Improved Scale and Efficiency/Cost Savings. Significant Reduction in NIGOs. Improved Compliance and Oversight. CRM integration reduces data entry. Find Out How Docupace Can Transform Your Business.

2

Resources - Docupace Technologies

https://www.docupace.com/resources

Resources - Docupace Technologies. Industry News and Insights. Why Wealth Managers Still Have A Shot At Winning Millennials. Nov 23, 2015. The great irony for the financial services industry in trying to reach millennials is, despite young adults’ interest in building and passing along wealth, they are reluctant to engage with wealth managers. Financial Cost of a Data Breach. Nov 23, 2015. Docupace and Security Snapshot to Extend Cyber-Security Management Solutions for Financial Services Firms. Tom Embro...

3

About Us - Docupace Technologies

https://www.docupace.com/company

About Us - Docupace Technologies. Entirely Paperless. Entirely Secure. Entirely Compliant. Our Commitment to Growth. Implementing Straight-Through Processing interactions throughout the entire financial services industry ecosystem. Lead the digital transformation of Straight-Through Processing for financial transactions within financial services and expand to other emerging transaction-based industries. Product Leader within Financial Services Industry.

4

ePACS Straight-Through Processing - Docupace Technologies

https://www.docupace.com/epacs-productivity-suite/epacs-straight-through-processing

EPACS Straight-Through Processing - Docupace Technologies. Paperless Financial Services Processing From Start To Finish. Processing times for investor applications are one of the biggest existing problems within the financial services industry today. Fortunately there’s a better alternative that enables transactions to be processed in minutes instead of days, at a reduced cost and with no redundancies or paperwork. It is called Straight-Through Processing, brought to market through ePACS. Establishes one...

5

ePACS Advisor On-Boarding - Docupace Technologies

https://www.docupace.com/epacs-productivity-suite/epacs-advisor-on-boarding-2

EPACS Advisor On-Boarding - Docupace Technologies. Simplify the On-Boarding Process. Getting a new advisor off on the right foot with your firm starts with an efficient and painless on-boarding experience. Does your firm still bury its newly transitioning reps under piles of registration and licensing documents and expect them to be excited? Docupace’s compliant electronic ePACS Advisor On-boarding will save your firm and new reps the usual time and hassle that come with changing Broker-Dealers. Eliminat...

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This simple diagram explains why we call it 'cloud computing' - STP Newscast

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This simple diagram explains why we call it ‘cloud computing’. July 1, 2016. Business Insider Julie Bort. Cloud computing doesn’t really come from the sky. Much of it is actually delivered via underground and undersea cables. It’s called ‘cloud computing’ because when engineers diagram their corporate networks, the symbol that represents the “internet” is a cloud. First State-Mandated Cybersecurity Law Goes Into Effect In New York. Docupace Technologies: News and Insights /. Forbes: Latest Headlines /.

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Keeping your private information safe when using the ‘cloud’ - STP Newscast

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Keeping your private information safe when using the ‘cloud’. July 25, 2016. Personal experts recommend checking cloud settings on multiple devices. Western Massachusetts Breaking News – 22 News Mary Moloney. CNN) Many are uneasy about trusting third parties with personal data even though online transactions and interactions have become a way of life. First State-Mandated Cybersecurity Law Goes Into Effect In New York. Docupace Technologies: News and Insights /. Docupace Technologies: News and Insights /.

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I Work Everywhere, Man!

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The Personal Blog of Brad Raines. August 21, 2016. I Work Everywhere, Man! April 22, 2014. My 3-year-old son loves that song Johnny Cash sang called I’ve Been Everywhere, Man! Even if he only catches the word Man! At the end of each line. I haven’t been everywhere, but I can work anywhere, Man! When my son begs to go to work with his Daddy (and current best friend), he isn’t just talking about the traditional office in a building with a desk and chair. A good laptop is key. You might look like a 1980...

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Understanding Cloud Computing - STP Newscast

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June 27, 2016. Cloud computing, often referred to as simply the cloud, is the delivery of on-demand computing resources everything from applications to data centers over the Internet on a pay-for-use basis. Huffington Post Anuj Gupta. First State-Mandated Cybersecurity Law Goes Into Effect In New York. Docupace Technologies: News and Insights /. How To Avoid Those Not-In-Good-Order Document Failings. Docupace Technologies: News and Insights /. Presented by Beacon Strategies: Docupace Context Study. BGC B...

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5 Cloud Business Benefits - STP Newscast

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5 Cloud Business Benefits. June 25, 2016. Benefits of cloud computing is increased efficiency; services are rapidly deployed and ready for use in a matter of minutes versus the weeks or months it traditionally takes. But there is more to cloud computing than just getting your compute resources, storage capacity or application as a service within minutes. Based on personal experience with cloud consumers, here are the top five business benefits beyond efficiency. Read More. Forbes: Latest Headlines /.

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10 Ways to Simplify Cloud Computing Adoption at Your Company - STP Newscast

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10 Ways to Simplify Cloud Computing Adoption at Your Company. June 29, 2016. Small Business Trends Shubhomita Bose. When it comes to cloud computer adoption, it turns out many small businesses still do things the old fashioned way. Released by Brother International, a global supplier of office equipment, further highlights this trend. First State-Mandated Cybersecurity Law Goes Into Effect In New York. Docupace Technologies: News and Insights /. How To Avoid Those Not-In-Good-Order Document Failings.

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AppCrown.com - World Class RIA CRM & Broker Dealer Automation

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AppCrown Level II Replay. Marketing Library (Peter Montoya). Our future integrations include Aqumulate. For the latest integration partners, please contact us at 1-888-989-8599 option 1. If you would like to partner with AppCrown, please contact Ted Tsung (ted.tsung@appcrown.com).

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How businesses are using hybrid cloud to accelerate speed to market - STP Newscast

http://stpnewscast.com/businesses-using-hybrid-cloud-accelerate-speed-market

How businesses are using hybrid cloud to accelerate speed to market. July 25, 2016. IT ProPortal Tonny Connor. As enterprises mature in their cloud strategy, they are increasingly driven to customise their cloud solutions for flexibility, scalability, and cost. To meet these unique requirements, service providers are noticing an increase in hybrid cloud adoption. Read More. First State-Mandated Cybersecurity Law Goes Into Effect In New York. Docupace Technologies: News and Insights /. Are you sure you wa...

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Financial Services Transaction Processing Platform | Docupace

Vision Conference 2018 Registration now available. Training & Support. Integrated Financial Resources, Inc. News & Events. A Revolutionary Change of Pace for Financial Services. Docupace’s cloud-based Transaction Processing Platform increases operational efficiency, productivity, and profit by automating the way front-to-back offices operate, communicate, and generate new business all in one solution. Elevate the Advisor Experience. Work Smarter and Faster. Reduce Compliance Risks and Costs. All the form...

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