Cramer FinTech Directory
11766 Wilshire Boulevard, Suite 1120 Los Angeles, CA 90025
Categories We Cover: Advisory — Platform, Advisor Workstation, Annuity Order Entry, Back Office Processing, Client File Sharing, Cloud Hosting, Commissions, Compliance and Registration, Cyber Security, Data — Aggregation, Digital — Advisory Solutions, Document Management & Storage, E-Learning, E-Signature, Forms & Management, New Account Opening / Onboarding , Order Entry for Life Insurance, Training, Workflow
Chief Operating Officer
SVP, Enterprise Business Solutions
In the news: Sept 30,2021, Docupace Acquires New Account Opening and Client Onboarding Solution PreciseFP. For more information, please read the joint press release. Docupace has also gathered these Key Messages to help help clients, prospects and the public understand all areas of the acquisition and details the tremendous opportunity it creates. Click Here to Read.