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PreciseFP Launches Enhanced Interface with AI Tools to Revolutionize Client Engagement#USA#Holmdel#AI_tools#Docupace#PreciseFP
PreciseFP Launches Enhanced Interface with AI Tools to Revolutionize Client Engagement
PreciseFP has unveiled a new interface with advanced AI features aimed at enhancing client data collection and experience. Discover the innovations shaping financial advisory.
third-news.com
November 4, 2025 at 1:34 PM
newsen.bsky.social
Docupace Recognized Again as One of the Best Fintech Companies by CNBC for 2026#United_States#Holmdel#Fintech#Wealth_Management#Docupace
Docupace Recognized Again as One of the Best Fintech Companies by CNBC for 2026
Docupace has been named one of CNBC's World's Best Fintech Companies for 2026, marking a second consecutive recognition for its innovative solutions.
third-news.com
July 23, 2026 at 1:11 PM
wealthmanagement1.bsky.social
WealthStack Roundup

Two new tax prep tools launched from TaxStatus, PPB enhances platform and announces Delio partnership, and Alpaca is a unicorn.

Read more >> spr.ly/63325CFyNd
WealthStack Roundup: TaxStatus Launches Tax Tools
TaxStatus introduces tax preparation tools while Docupace appoints Scott Willette as CTO and PPB enhances its platform technology
spr.ly
January 16, 2026 at 4:00 PM
newsen.bsky.social
Docupace Appoints Mike Conlon as Chief Revenue Officer to Propel Growth#USA#Holmdel#WealthTech#Docupace#Mike_Conlon
Docupace Appoints Mike Conlon as Chief Revenue Officer to Propel Growth
On April 15, 2026, Docupace announced Mike Conlon's appointment as Chief Revenue Officer, aiming to enhance growth through a cohesive strategy.
third-news.com
April 15, 2026 at 1:21 PM
newsen.bsky.social
Docupace Expands Its Market Reach with InvestEdge Acquisition and New CEO Appointment#United_States#Holmdel#Docupace#InvestEdge#Brian_Filanowski
Docupace Expands Its Market Reach with InvestEdge Acquisition and New CEO Appointment
Docupace has acquired InvestEdge to enhance its compliance technology solutions. Brian Filanowski has been appointed CEO to lead this strategic expansion.
third-news.com
February 25, 2026 at 3:14 PM
newsen.bsky.social
Docupace's Tech Revolutionizes Workflow, Saving Financial Advisors Hours in 2025#USA#Holmdel#Docupace#Hubly#PreciseFP
Docupace's Tech Revolutionizes Workflow, Saving Financial Advisors Hours in 2025
In 2025, Docupace's innovative AI platforms, PreciseFP and Hubly, saved financial advisors over 200,000 hours in manual tasks, leading to significant efficiency gains.
third-news.com
January 29, 2026 at 2:51 PM
newsen.bsky.social
Docupace Welcomes Scott Willette as New Chief Technology Officer Focusing on Innovation#United_States#Holmdel#Wealth_Management#Docupace#Scott_Willette
Docupace Welcomes Scott Willette as New Chief Technology Officer Focusing on Innovation
Scott Willette has been appointed as the new CTO of Docupace, bringing over 20 years of technology leadership to accelerate innovation in wealth management.
third-news.com
January 14, 2026 at 2:58 PM
newsen.bsky.social
Docupace Recognized as a Leading Innovator in Wealth Management Technology Awards 2025#United_States#Holmdel#Wealth_Management#Docupace #5-Star_Technology
Docupace Recognized as a Leading Innovator in Wealth Management Technology Awards 2025
Docupace has been recognized as one of the top innovators in InvestmentNews' 2025 5-Star Technology Awards, highlighting its advanced back-office solutions for wealth management.
third-news.com
October 14, 2025 at 6:23 PM
newsen.bsky.social
Docupace Outlines Ambitious Strategic Plan for AI in Wealth Management Industry#United_States#Holmdel#Intelligent_Automation#Docupace#AI_Wealth_Management
Docupace Outlines Ambitious Strategic Plan for AI in Wealth Management Industry
Docupace has launched a new vision paper detailing its ambitious roadmap for introducing AI into wealth management, targeting efficiency and client relationship enhancement.
third-news.com
August 26, 2025 at 12:29 PM
newsen.bsky.social
Docupace Achieves Recognition on CNBC's Top Fintech Companies List for 2025#USA#Holmdel#Fintech#WealthTech#Docupace
Docupace Achieves Recognition on CNBC's Top Fintech Companies List for 2025
Docupace, the leading provider of back-office software for wealth management, has been named one of CNBC's Top Fintech Companies for 2025, highlighting its commitment and innovation.
third-news.com
July 16, 2025 at 3:50 PM
newsen.bsky.social
Docupace and PreciseFP Excel in Integration Ratings from Ezra Group, Showcasing WealthTech Leadership#USA#Holmdel#Docupace#PreciseFP#Ezra_Group
Docupace and PreciseFP Excel in Integration Ratings from Ezra Group, Showcasing WealthTech Leadership
Docupace and PreciseFP achieved top ratings for integration capabilities in the WealthTech sector, reflecting their commitment to seamless operations for financial advisors.
third-news.com
July 10, 2025 at 1:40 PM
newsen.bsky.social
Docupace Strengthens Client Support with Mary Nelson's Appointment#USA#Holmdel#Docupace#Mary_Nelson#Client_Officer
Docupace Strengthens Client Support with Mary Nelson's Appointment
Docupace has appointed Mary Nelson as Chief Client Officer, bringing over 20 years of experience to enhance client engagement in wealth management.
third-news.com
April 29, 2025 at 12:19 PM
newsen.bsky.social
Docupace Welcomes J.T. Petrilli as New Head of Mergers & Acquisitions#USA#Holmdel#Docupace#Mergers_and_Acquisitions#J.T._Petrilli
Docupace Welcomes J.T. Petrilli as New Head of Mergers & Acquisitions
Docupace has appointed J.T. Petrilli as the new head of M&A to lead its strategic expansion efforts. With extensive experience in financial strategy, he aims to enhance the company's growth.
third-news.com
April 8, 2025 at 4:12 PM
newsen.bsky.social
Docupace Strengthens Market Position with Hubly Acquisition for Wealth Management Optimization#USA#Holmdel#Wealth_Management#Docupace#Hubly
Docupace Strengthens Market Position with Hubly Acquisition for Wealth Management Optimization
Docupace has announced its acquisition of Hubly, enhancing software solutions for wealth management by improving workflow efficiency for financial advisors and firms.
third-news.com
March 11, 2025 at 12:31 PM
newsen.bsky.social
Docupace Receives Prestigious WealthTech Employer of the Year Award#USA#Holmdel#WealthTech#Docupace#Employer_of_Year
Docupace Receives Prestigious WealthTech Employer of the Year Award
Docupace has been honored with the WealthTech Employer of the Year award, showcasing its commitment to employee engagement and culture of excellence.
third-news.com
February 20, 2025 at 1:13 PM
newsen.bsky.social
Docupace Names Elizabeth Pavlik as Chief Product Officer to Drive Innovation Forward#United_States#Holmdel#Chief_Product_Officer#Docupace#Elizabeth_Pavlik
Docupace Names Elizabeth Pavlik as Chief Product Officer to Drive Innovation Forward
Elizabeth Pavlik is promoted to Chief Product Officer at Docupace, leading efforts in product innovation and enhancing customer experiences for over 350,000 users.
third-news.com
January 28, 2025 at 3:10 PM
susanleong.bsky.social
Docupace Promotes Elizabeth Pavlik to Chief Product Officer

www.viv-media.com/infozx-35869...
Docupace Promotes Elizabeth Pavlik to Chief Product Officer
www.viv-media.com
January 29, 2025 at 3:12 AM
dwnnews.bsky.social
Missed the latest moves in wealthtech? Our weekly Advisor Tech Talk recaps what’s new from Docupace, iCapital, Empower, FMG, and TaxStatus—your one-stop catch‑up for advisors 🔍 #wealthtech #advisortech
https://dwealth.news/?p=35654
May 16, 2026 at 8:04 PM
dwnnews.bsky.social
AI in finance is getting practical. This week’s column spotlights moves from Zinnia, Quantiphi, Merchant, Docupace, Prudential Advisors, TradeStation & more—the throughline: AI is being woven into insurance, advisor ops, and trading platforms. #AI #FinTech 📈
https://dwealth.news/?p=35704
May 16, 2026 at 4:34 PM
dwnnews.bsky.social
Wealthtech is sprinting—miss a week, miss a lot. Our latest Advisor Tech Talk breaks down what’s new from Advyzon, Zocks, Asset-Map, Docupace, and Wealth.com. Key takeaway: tools are converging to cut advisor workflow friction. 🚀 #WealthTech #Advisors #FinTech
https://dwealth.news/?p=35807
May 15, 2026 at 1:57 PM
dwnnews.bsky.social
AI in finance just widened its footprint. This week’s AI & Finance tracks Orion, Jump, Nitrogen, Travelers, Envestnet and Docupace—the throughline: AI adoption is broadening across wealth, trading and insurance. #FinTech #AI 📈
https://dwealth.news/?p=36016
May 13, 2026 at 8:18 PM
dwnnews.bsky.social
📈 Wealthtech moves fast—here’s what to watch. This week’s Advisor Tech Talk spotlights the latest from Orion, april, Docupace, AdvisorEngine, and Altruist so advisors can prioritize what matters most. #WealthTech #Fintech
https://dwealth.news/?p=36051
May 13, 2026 at 1:54 PM
dwnnews.bsky.social
Want one place to track the week’s biggest wealthtech moves? Our latest Advisor Tech Talk rounds up what's new from Envestnet, Orion, Docupace, Wealth.com, Jump, and Advisor360°—so advisors can scan once and stay ahead. 📈 #WealthTech #Fintech #Advisors
https://dwealth.news/?p=36618
May 6, 2026 at 4:21 PM
remoteitjobs.bsky.social
🚀 New Remote Job Alert!
💼 Full Stack Developer
🏢 Docupace
🌍 EU
📁 iOS Developer
💰 €40,000 - €70,000
#RemoteJobs #RemoteWork #WorkFromHome #Hiring #JobOpportunity

Apply now: https://remoteitjobs.app/job/docupace-full-stack-developer
July 16, 2025 at 4:30 AM