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Docupace is a leading digital operations technology provider that simplifies how wealth management firms process and digitize data, increasing efficiency, productivity, and profits. With the secure, cloud-based Docupace Platform, the Docupace team provides a suite of digital solutions that helps broker-dealers, RIAs, and their advisors streamline and automate client onboarding, document management, advisor transitions, Regulation BI, cybersecurity, and other critical workflows while maintaining SEC and FINRA compliance. With headquarters in Los Angeles, California, Docupace is proud to serve a variety of firms, including some of the largest in the financial services industry, through a combination of proven technology and hands-on service.
LiveText is a La Grange, IL-based company in the Software and Internet sector.
PlanIT Search is a Toronto, ON-based company in the Software and Internet sector.
Flashpoint Informatics is a Bellefonte, PA-based company in the Software and Internet sector.
Yellowbrick is the world`s fastest data warehouse for hybrid and multi-cloud environments. Enterprises rely on Yellowbrick to power critical business outcomes and get answers to the hardest business questions for improved profitability, better customer loyalty, and faster innovation in near real time, and at a fraction of the cost of alternatives. Yellowbrick offers superior price/performance for thousands of concurrent users on petabytes of data, along with the unique ability to run analytic workloads on-premises, in a private cloud, and/or in any public cloud and manage them in a simple, consistent way—all with predictable pricing via annual subscription.