Docupace Technologies

05/28/2026

Proud to sponsor ’s and join industry leaders alongside Pershing and Investments next week in Aurora, Colorado.

Looking forward to engaging conversations around the future of wealth management, operational innovation, and the momentum shaping what’s next for our industry. Most importantly, excited to connect with peers, partners, and leaders driving meaningful progress across the space.

See you there!

https://bny.cventevents.com/event/insite2026/home

05/27/2026

Moving firms doesn’t have to mean lost clients and operational chaos. Discover best practices and technology that help advisors transition smoothly and retain relationships.

Get the guide: https://www.docupace.com/a-smarter-way-to-approach-advisor-transitions/

Advisor transitions are complex and high-stakes. Learn how to reduce friction, retain clients and streamline transitions with the right strategy and technology.

05/22/2026

Big welcome to Keilea Lindberg, our newest member of the Docupace team!

"I'm excited for the opportunity to bring my experience in wealth management into the WealthTech space and partner with firms in a new and impactful way."

We’re so glad you’re here! www.docupace.com

05/18/2026

If your firm is preparing for M&A, here's a number worth knowing: Firms with integrated technology command 8.24x EBITDA valuations.

Median firms? 6.62x. That's a 24% premium — driven entirely by operational infrastructure decisions.

Firms with legacy systems face valuation discounts of 20–30%. Some are being disqualified from deals outright.

Operational maturity is no longer a back-office concern. It's a balance sheet concern.

Our new whitepaper, Crossing the Great Divide, lays out what separates the firms commanding premium valuations — and the steps to get there.

Free download: docupace.com/crossing-the-great-divide-ria-scaling-whitepaper

05/15/2026

Big welcome to Stephen Stiegel, our newest member of the Docupace team!

"I'm thrilled to join the Docupace team, be a true strategic partner and help deliver an exceptional client experience at scale!"

We’re so glad you’re here, Stephen!

05/14/2026

If your firm is still reacting instead of planning, it’s time to shift. This guide gives you the expertise you need to operate, scale and lead with purpose. Grab it now: https://www.docupace.com/the-financial-advisors-guide-to-todays-biggest-challenges/

05/11/2026

Firms that treat retention like a strategy — not a side effect — are the ones keeping their best advisors.

Download the infographic to see how:https://www.docupace.com/wp-content/uploads/2025/05/Docupace_Infographic_5WaystoRetain-V3-FINAL-.pdf

05/07/2026

Big welcome to Ray Kim, our newest member of the Docupace team!

"I'm genuinely excited to be part of a company that puts the client experience at the center of everything we build, and to help shape the delivery team that turns that commitment into reality for every client we serve."

We’re so glad you’re here, Ray!

05/06/2026

Manual processes eat up 60% of staff time, leading to major inefficiencies. There’s a better way. Automate key workflows and give your team time back. Learn how: https://www.docupace.com/are-high-nigo-rates-costing-your-firm-3-ways-to-streamline-the-opening-of-new-accounts/

05/05/2026

Big congratulations to the 2026 Docupace Back Office Hero Award winners 👏

Well deserved recognition for the people who keep everything running behind the scenes and make great client experiences possible every day.

🏆 Home Office Hero: Julie Down, MassMutual
🏆 Firm Hero: Grant O'Bryan, Alchemy Wealth Management
🏆 Workflow Wizard: Shannon Beahan, Lindsey & Lindsey Wealth Management
🏆 Employee Hero: Dylan Williams, Docupace

Your impact does not go unnoticed. This industry runs because of you. https://www.docupace.com/back-office-hero-award-winners-2026/