Why Wealth Managers Still Have A Shot At Winning Millennials

The great irony for the financial services industry in trying to reach millennials is, despite young adults’ interest in building and passing along wealth, they are reluctant to engage with wealth managers. But before financial advisory firms throw in the towel, they should consider the tools they have to compete with disruptors in attracting younger investors. Chief among those tools is all-powerful data. (Read More->) Docupace is the Single-Vendor, Straight-Through Processing Platform for All Your Back Office Needs. Docupace Technologies provides Broker-Dealers and financial advisors with easy to use business software to satisfy all your back office books and records including Rule...
Financial Cost of a Data Breach

Financial Cost of a Data Breach

Data breaches are an increasing issue for companies. Even small organizations are not safe from attacks, and cyber security has become a major investment. The Federal government is in the midst of passing laws to protect and better facilitate direct action on behalf of affected organizations. But, what is the actual cost of a data breach? As of 2014, it is estimated that data breaches cost companies an average of $3.8 million. Some companies are even forced to shell out $30 million or more in updated security measures, damage control and other areas. Companies such as the Target Corporation were forced to pay more than $100 million after hackers stole consumer information. (Read more at...

Docupace Technologies and Financial Database Services to Integrate Cloud Technologies for Broker Dealers

Integration of Financial Database Services’ CAESAR® and Docupace’s ePACS® Straight-Through Processing Solution to Combine Front Office SEC/FINRA-Compliant Workflow with Back Office Compliance Review and Commission Processing Strategic Relationship to Securely and Seamlessly Connect Back Office and Front Office Processes On the Cloud for Broker Dealers LOS ANGELES – (November 2, 2015) – Broker Dealer technology provider Financial Database Services (FDS) and financial services information technology company Docupace Technologies, LLC will integrate their platforms to create a seamless SEC/FINRA-compliant cloud-based platform for both front office and back office workflow. The integration of...

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