With over 50 years of experience, DTCC is the premier post-trade market infrastructure for the global financial services industry. From 20 locations around the world, DTCC, through its subsidiaries, automates, centralizes, and standardizes the processing of financial transactions, mitigating risk, increasing transparency, enhancing performance and driving efficiency for thousands of broker/dealers, custodian banks and asset managers. Industry-owned and governed, the firm innovates purposefully, simplifying the complexities of clearing, settlement, asset servicing, transaction processing, trade reporting and data services across asset classes, bringing enhanced resilience and soundness to existing financial markets while advancing the digital asset ecosystem. To learn more, please visit www.dtcc.com.
Docupace has integrated with DTCC to provide advisors and their firm with daily, weekly, or on demand transaction detail on:
These standard files are imported automatically into Docupace’s Compensation Management or Surveillance and Compliance products for a streamlined reporting and monitoring experience.
Integration Benefits for Docupace Compensation Management:
Our easily customized and rules-based compensation product takes away compensation frustration and allows your firm to grow by:
Integration Benefits for Docupace Surveillance and Compliance:
Our rules-based, alert-driven auditing and compliance solution gives your risk & compliance management team confidence by:
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