News & Events


Investors spearhead transparency, compliance push

Fund Technology | 2/1/2017 | Emily Sakamoto

“The end consumer today is really digitized in many aspects of their lives,” said Kevin Laraia, COO at Docupace, an electronic processing solution provider for financial services. “The financial services are just catching up. I think transparency is key.”

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Cultivating Your Practice

PlanAdviser | 12/2016 | John Manganaro

“The real point of all this thinking is to get advisers, broker/dealers [B/Ds] and other providers to a point of perfect, real-time processing,” Embrogno continues. “To make a rapid increase in scale possible, processing must be as efficient as possible, and get you to the lowest cost of operation possible.”

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