Docupace
Back-office platform for account opening, document management and compensation at wealth firms.
docupace.comDocupace describes its product as a wealth operations platform. Its site lists new account opening with data validation, document management, compliance tools, advisor transition and compensation management, and an integration hub.
Genstar Capital announced a majority investment in July 2024, with FTV Capital staying on as a minority investor. The company is based in Holmdel, New Jersey, and bought PreciseFP and jaccomo in 2021, according to trade press.
What it does
- New account opening
- Document management
- Compliance tracking
- Compensation management
- Integration hub
Coverage
- FTV Capital takes growth stake in Kingsview Partners
Financial ADVSR, Oct 17
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