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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.
OmniSolve is a Herndon, VA-based company in the Software and Internet sector.
We provide powerful and proven Advanced Analytics that exponentially reduce the time needed to discern relevant information from unstructured data. CAAT, our dynamic suite of text analytics technologies, delivers significant value wherever knowledge workers need to extract insights from large amounts of unstructured data. Our capabilities are easily integrated into any software solution, and our support strategy for our partners is second to none.
Direct Channel is a Randolph, MA-based company in the Software and Internet sector.
Designwerks is a Rockford, IL-based company in the Software and Internet sector.