In this episode, David Armstrong is joined by David Knoch, CEO of Docupace, an industry leading provider of comprehensive solutions for digitizing and automating front to back office wealth management operations.
In this episode, we discuss:
- How Docupace can help a financial advisor whether they are part of a large IBD or if they are a small RIA
- David’s view on how the industry handled the rollout of Reg BI (Regulation Best Interest)
- The steps Docupace is taking with compliance to keep advisors on track
- How is Docupace alleviating the need for “repapering”
- Why “document management” should really be considered “data management.”
Resources: WealthManagement.com | Docupace | David Knoch on LI
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