News & Events

News

Docupace Elevates Advisor Experience with Latest Docupace Platform Release

Docupace Unveils Advisor First Widgets and Expands Platform Flexibility   LOS ANGELES—August 16, 2018—Docupace Technologies, Inc., the leader in secure and compliant cloud-based workflow and document management automation solutions for the financial services and wealth management industry, recently announced the Summer 2018 Product Release to their customers on August 9th. This release emphasizes advisor focused widgets that will have benefits for its enterprise customers. “Widgets are customizable Docupace application extensions which provide quick-access, ‘Single-Pane-of-Glass’ view of essential data and functionality on the user dashboard screen,” said Michael Pinsker, Founder and...

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David Ballard Joins Docupace Board of Directors

Docupace Expands Board of Directors with Financial Services Industry Veteran David Ballard   LOS ANGELES—April 24, 2018—Docupace Technologies, Inc., announced today that J. David Ballard has joined the current Board of Directors.  Mr. Ballard is a long-term financial services veteran with over 30 years of experience across a range of strategic and executive roles.  Mr. Ballard most recently served as Executive Vice President and Chief Operating Officer of Cetera Financial Group.  Prior to that, Mr. Ballard served in a number of senior executive roles at AIG Advisor Group, SunAmerica, and other AIG business units. “We are thrilled for the addition of David to our Board,” said Mark...

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Docupace Appoints Mark Tapling Chief Executive Officer

Docupace Enhances Management Team with Industry Veteran Mark Tapling to Lead Docupace Through the Next Phase of Growth   Founder and Board Chairman of Docupace, Michael Pinsker Will Continue to Lead the Company’s Vision, Development of New Products, and Strategy   LOS ANGELES—April 18, 2018—Docupace Technologies, Inc., announced today that its board of directors had appointed current board member Mark Tapling as the company’s Chief Executive Officer. Tapling brings over 20 years of CEO experience in B2B software to Docupace, in both public and private companies.  From May 2016 and before this appointment, Mr. Tapling served as a Board of Director of Docupace. In his new role, Mr....

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Docupace Announces New Product Roadmap Strategy and Delivery of its Spring 2018 Release

New Docupace Release Management Process Will Provide Predictable Updates, and Drive Further Innovation and Adoption   LOS ANGELES—April 12, 2018—Docupace Technologies, LLC, the leader in secure and compliant cloud-based workflow and document management automation solutions for the financial services industry, today announced that it is enhancing its Product Roadmap management process and adopting a new product release schedule. The new Roadmap and Product Release process emphasizes industry best practices that will have benefits for its enterprise customers. “In response to our customer demand, we are moving from few customer specific releases to three releases per year for all of our...

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Docupace Announces Speakers for Annual Docupace Vision 2018 Client Conference

The conference program will focus on the theme, “The Year of the Advisor”   LOS ANGELES—March 5, 2018—Docupace Technologies, LLC, the leader in cloud-based workflow and document management automation software for the financial services industry, today announced that it will host its 2018 annual client conference, Docupace Vision, from April 23-25, 2018 at Gaylord Opryland Resort & Convention Center in Nashville, TN. The invite-only and all-inclusive conference provides a unique opportunity to collaborate with 150+ executives, technology experts, and industry thought leaders across the financial and wealth management industry. “We are excited to announce our keynote speakers, Bill...

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