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:
<ul>
<li style="font-weight: 400;" aria-level="1">How Docupace can help a financial advisor whether they are part of a large IBD or if they are a small RIA</li>
<li style="font-weight: 400;" aria-level="1">David’s view on how the industry handled the rollout of Reg BI (Regulation Best Interest)</li>
<li style="font-weight: 400;" aria-level="1">The steps Docupace is taking with compliance to keep advisors on track</li>
<li style="font-weight: 400;" aria-level="1">How is Docupace alleviating the need for “repapering”</li>
<li style="font-weight: 400;" aria-level="1">Why “document management” should really be considered “data management.”</li>
</ul>
Resources: <a href="https://www.wealthmanagement.com">WealthManagement</a>.com | <a href="https://www.docupace.com/">Docupace</a> | <a href="http://linkedin.com/in/david-knoch">David Knoch on LI</a>

Real-Time Managing Account Technology for Advisors with SMArtX Advisory Solutions – With Evan Rapoport

Welcome to the WealthTech Winners Circle podcast, in this podcast we break down the technology challenges that are impacting today’s financial professionals.  Our goal is to identify these challenges and potentially uncover solutions across tech integrations, adoption, emerging technology, evaluating solutions and more.  Through this content we hope to help professionals avoid common pitfalls and move their services towards an award winning strategy for 2020 and beyond.