“Docupace is a welcome addition to our technology platform, allowing us to continue to provide our independent Financial Professionals with a competitive edge in a fast paced and regulated industry,” said Wilson Williams, Founder and Chief Executive Officer of Williams Financial Group. “Our goal was to create immediate operational efficiencies, reduce costs, improve service and streamline office workflows for our affiliated field of Independent Financial Professionals.” WFG now has the flexibility to retrieve their documents anywhere they can get on the Internet, turn their office paperless and achieve critical redundancies.
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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 17a-3 and Rule 17a-4 processing needs, delivered in one SEC and FINRA compliant platform. The ePACS© Productivity Suite is popular among financial services professionals because of its simplicity. All ePACS© software integrates quickly and without hassle into any pre-existing system, and the results are almost immediate. Getting started is simple and straightforward, and account specialists are assigned at no extra charge to help you along the way. ePACS© is Straight-Through processing in a box, built for financial service firms. True Straight-Through processing means that all steps along the way are workflow-enabled, decreasing the likelihood of errors and delays.