David Knoch serves as CEO of Docupace, the leader in cloud-based digital operations software for wealth management firms. In this role David empowers the organization to expand its capabilities and support, advance product development and continue it’s thought leadership in automating the ways front and back-offices operate, communicate and generate new business.
/PRNewswire/ -- Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announces it has formed a strategic...
We're excited to launch this new strategic partnership with Ryan Shanks and FA Match. Combining FA Match's proprietary, match-making technology with our proven skill and experience in facilitating advisor transitions creates an end-to-end process to unlock advisor mobility in the wealth management industry. Financial advisors choose independence to control and enhance the quality of service and solutions for their clients. Yet for too long, advisors seeking to enhance the experience of their clients have been faced with long and expensive transitions that disrupt important relationships, keep clients away from critical financial advice, and test the boundaries of their independence. We seek to help the financial services industry democratize personalized financial advice and help the clients of financial advisors retain their power of choice, without costly and disruptive barriers being put in their way.