Each year Docupace recognizes the hard work led and executed by back office staff across the country. Nominations for #backofficeheroes are accepted on an annual basis and are evaluated on specific criteria. If you or someone you know hold the values defined below, one of these awards is meant for you.
You work behind the scenes navigating countless systems, vendors, and people to remove obstacles for your financial advisors and wealth managers.
You’re the go-to person to get the job done and know the ins and outs of the operation offering dependability and consistency when advisors need support.
You know just how much families depend on a strong financial plan to ensure opportunities for future generations and dedicate your life to helping them succeed in this.
You’ve mastered the art of using technology to automate arduous tasks and streamline complex processes so you can focus more on doing what matters most.
This award is dedicated to a support staff hero who works at the home office of a Docupace, PreciseFP, or Hubly customer. They work behind the scenes navigating countless systems, vendors, and people to remove obstacles for financial advisors and wealth managers.
This award is dedicated to an operational hero in the field who works in the back-office at a firm. These individuals are face-to-face with clients, leveraging technology to streamline processes that improve the financial planning experience for everyone.
This award is dedicated to a Hubly user that has transformed his or her firm by building out measurable, repeatable and transparent processes in the platform. These individuals have leveraged the full capacity of the Hubly platform to scale out essential processes and unlock new levels of growth at the firm.
This special award is dedicated to a Docupace employee. As an employee, this hero is the go-to person to get the job done and knows the ins and outs of the Docupace, PreciseFP, and/or Hubly Platform, offering dependability, consistency, and support to clients.
Back Office Hero award entries are eligible for self-nomination or nomination of a colleague. Docupace will review submissions and select one winner for each of the four categories: home office hero, firm hero, workflow wizard, and employee hero.
The 2025 Back Office Heroes award winners will be announced via a virtual celebration on April 28, 2025.
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