
Docupace
Docupace is a technology company that provides a cloud-based platform to automate wealth management operations.
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Docupace is a technology company that specializes in digitizing and automating back-office operations for the wealth management industry. Their cloud-based platform offers a suite of tools designed to streamline processes, improve compliance, and enhance efficiency for financial advisors, broker-dealers, and RIAs. Docupace's solutions address a wide range of challenges, including client onboarding, advisor transitions, compensation management, document management, and compliance tracking.
Docupace is headquartered in New Jersey and has a diverse team of software developers, technology leaders, compliance specialists, and financial professionals. They are known for their commitment to customer centricity, integrity, quality, simplicity, and innovation, and have a strong reputation for providing reliable and secure solutions to the wealth management industry. They have also acquired several other companies, including jaccomo, PreciseFP, and Firelight, to further expand their product offerings and capabilities.
Flexibility
Docupace offers employees a range of flexible work arrangements, including unlimited time off, flexible work hours, and telecommuting opportunities. This allows employees to work in a way that best suits their needs and lifestyle, promoting a positive work-life balance and employee satisfaction.
Benefits
Docupace offers a comprehensive benefits package designed to attract and retain top talent. Employees enjoy competitive compensation, unlimited time off, flexible work hours, telecommuting opportunities, comprehensive medical, dental, and vision insurance, weekly team lunches, commuter benefits, employer-paid life insurance and disability coverage, and paid parental leave.
Mission
Docupace is a technology company dedicated to streamlining the operations of financial services and wealth management firms. They provide a suite of cloud-based, end-to-end software solutions designed to automate and digitize processes, including client onboarding, advisor transitions, compensation management, compliance, document management, and more. Docupace aims to reduce paperwork, increase efficiency, improve compliance, and enhance the overall client experience for financial professionals and their clients.
Culture
Docupace promotes a customer-centric, results-oriented culture that values integrity, quality, simplicity, and innovation. They emphasize a collaborative environment where employees are encouraged to take initiative, think creatively, and contribute to the company's success. They foster a strong sense of team spirit and offer a variety of perks and benefits to enhance employee well-being and work-life balance.
DE&I
Docupace is committed to fostering a diverse, equitable, and inclusive workplace that values the unique contributions of each individual. They recognize the importance of a diverse workforce to drive innovation and better serve their clients. Their approach is reflected in their commitment to hiring and promoting individuals from a wide range of backgrounds and experiences, providing opportunities for growth and development, and creating a welcoming and respectful environment where all employees feel valued and empowered.
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