Docupace Continues Exceptional Growth and Customer Adoption Momentum with 50 Percent Year-Over-Year Growth

Best-In-Class Transaction Processing Platform and Accelerated Customer Adoption Drive Record Revenue and Fuel the Company's Organic Growth

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Docupace Technologies, LLC

Jan 24, 2018, 10:18 ET

LOS ANGELES, Jan. 24, 2018 /PRNewswire/ -- Docupace Technologies, LLC, the leader in cloud-based workflow and document management automation software for the financial services industry, today announced that it had a record-setting year in 2017 with customer acquisitions, positioning the company at 50 percent growth over the previous twelve months.

"We are pleased with the overall growth of Docupace with our new and existing customers, and to see such tremendous revenue growth year-over-year," said Michael Pinsker, Founder and CEO of Docupace Technologies. "These results reflect our efforts to optimize our product, services, and support and strengthen customer relationships. Today we see strong operational results and expect to see continued growth."

Docupace's success is a reflection of the real-world challenges in the rapidly evolving financial services and wealth management industries with accelerated transformational technologies, increasing levels of competition, privacy issues, document protection, and government regulations. Broker-dealers, registered investment advisors (RIAs), and financial advisors are developing new operating business models and engaging with Docupace to increase their operational efficiency, productivity, and profit.

"This significant growth and success underline our continued commitment to providing our customers with the leading industry platform, excellent customer care, and service they deserve," said James Caulkins, CRO of Docupace Technologies. "There has never been as important a time as now to provide broker-dealers and RIAs with a streamlined, secure, and compliant automation solution, which focuses on elevating the advisor and customer experience. In response, we are excited to be hosting Vision 2018, our annual customer conference, in Nashville, TN, on April 23rd, with the focus being 'Year of the advisor.'"

About Docupace
Docupace is a leading provider of secure and compliant unified workflow and document management automation software for financial services firms and the wealth management industry. The company's cloud-based transaction processing platform simplifies the process of capturing, organizing, routing, and accessing information, helping financial services firms meet SEC/FINRA compliance requirements.

Based in Los Angeles, California, the company's solutions serve the largest financial services firms and their advisors who are adopting digital workflow solutions such as client account opening, advisor onboarding, and document management to increase their operational efficiency, productivity, and profit. For more information, please visit www.docupace.com or follow @docupace (https://twitter.com/docupace).