WSR State of Advisor Technology Survey Report, Sponsored By Docupace

HOLMDEL, N.J. – Aug. 7, 2024 –  Wealth Solutions Report recently partnered with Docupace to conduct a survey of 140 wealth management professionals, who revealed details about their firms, client onboarding processes, technology stacks and views on potentially switching firms.

Read about the findings here.

About Docupace

Docupace is a solutions provider focused on digitizing and automating operations in the financial advice and investment industry. Financial services firms use the Docupace Platform (a cloud-based, integrated software suite) to reduce back-office expenses, improve efficiency, strengthen recruiting, and enhance the experience of advisors and investors. For more information, please visit www.docupace.com.