List of Docupace Wealth Management Customers
Holmdel, 07733, NJ,
United States
Since 2010, our global team of researchers has been studying Docupace Wealth Management customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Docupace Wealth Management for Content Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Docupace Wealth Management for Content Management include: Ameritas, a United States based Insurance organisation with 3000 employees and revenues of $3.38 billion, Orion, a United States based Banking and Financial Services organisation with 1300 employees and revenues of $310.0 million, Whamco Holding Company, a United States based Banking and Financial Services organisation with 25 employees and revenues of $3.0 million and many others.
Contact us if you need a completed and verified list of companies using Docupace Wealth Management, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Docupace Wealth Management customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight | Insight Source |
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Ameritas | Insurance | 3000 | $3.4B | United States | Docupace Technologies | Docupace Wealth Management | Content Management | 2020 | n/a | In 2020, Ameritas implemented Docupace Wealth Management. Ameritas selected Docupace as a back-office platform to digitize and enhance operations for its insurance, employee benefits and financial services distribution in the United States, with a specific focus on back-office operations and digital account processing. Docupace Wealth Management, classified in Content Management, was configured to deliver document management and workflow capabilities to centralize electronic records and automate routing for account processing. The deployment emphasized document capture, centralized document repositories, workflow orchestration and configuration of digital account processing tasks to support account opening and servicing workflows. Rollout was scheduled for 2021 and concentrated on operational teams supporting Ameritas distribution channels in the United States. Governance activities focused on standardizing document workflows and operational processes within back-office functions to align document handling, approvals and processing across insurance, employee benefits and financial services business functions. | |
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Orion | Banking and Financial Services | 1300 | $310M | United States | Docupace Technologies | Docupace Wealth Management | Content Management | 2023 | n/a | In 2023, Orion implemented Docupace Wealth Management, a Content Management application, to automate workflows across its TAMP operations. The implementation centralized document handling and workflow orchestration to consolidate and streamline back-office processing for wealth management in the United States under Orion Portfolio Solutions. The deployment emphasized workflow automation and content and document management modules, with configuration focused on digital document intake, automated routing and approval flows, metadata indexing and template-driven document generation. Docupace Wealth Management was configured to enforce standardized processing steps and to instrument process automation for recurring operational tasks related to client account documentation and transaction records. Operational scope concentrated on TAMP operations and adjacent back-office functions, including account servicing, document processing and operational support teams within Orion Portfolio Solutions in the United States. The implementation architecture prioritized a centralized content repository and role based access controls to support distributed operational users and to maintain consistent document handling across sites. Governance changes included the introduction of standardized digital processing rules and workflow governance to reduce manual variation and to enforce consistent audit trails. The stated focus of the program was operational efficiency and standardized digital processing, leveraging Docupace Wealth Management to centralize content management and automate routine back-office workflows. | |
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Whamco Holding Company | Banking and Financial Services | 25 | $3M | United States | Docupace Technologies | Docupace Wealth Management | Content Management | 2023 | n/a | In 2023 Whamco Holding Company implemented Docupace Wealth Management as its Content Management application to centralize advisor document handling and regulatory storage. Docupace Wealth Management was positioned to deliver 17a-4 compliant document storage while streamlining advisor workflows to support Reg BI compliance within the United States. The work concentrated on document management, secure archival and workflow automation capabilities, leveraging standard Content Management functionality for retention scheduling, indexed metadata, and audit-ready retrieval. Configuration emphasized advisor onboarding packets, client communications records and compliance artifacts, with automated retention policies and review queues to maintain an auditable trail. Docupace Wealth Management was integrated with InvestorCOM to enable compliant archival and to create a connected advisor experience between communication tooling and regulatory storage, as described in the integration announcement. Operational scope covered Wintrust Wealth Management back office and advisor teams, centralizing document flows between client-facing communications and compliance storage services. Governance and process changes focused on formalizing retention policies, routing rules and supervisory review workflows, using workflow automation to standardize document approvals and compliance checks. The narrative centers on regulatory alignment and operational consolidation of document handling for wealth management compliance purposes rather than broader platform replacement. |
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