Latest News & Updates on Docupace Platform

Docupace is expanding its wealth management platform by integrating back-office automation, compliance, and advisor workflow tools. This platform aims to enhance efficiency and regulatory compliance ...for financial services firms.
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Docupace's AI-driven platforms, PreciseFP and Hubly, significantly boosted productivity for wealth managers in 2025 by automating 4 million tasks and saving 200,000 hours of manual work. PreciseFP al...one increased productivity by 28% year over year, saving $29.7 million by automating client data collection for over 400,000 accounts. This transformation allows advisors to focus more on client service.
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Docupace's PreciseFP and Hubly platforms saved advisors over 200,000 hours in 2025 by automating tasks, resulting in $29.7 million in productivity gains. PreciseFP alone captured 21.8 million data el...ements, while Hubly users completed 3.9 million tasks. The company is enhancing its AI capabilities, with users creating over 2,000 AI assistants for data gathering.
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Docupace's PreciseFP has launched a redesigned interface and AI-driven features to enhance data management for financial advisors. Key updates include an AI Template Builder for generating client-rea...dy forms and a Customizable Reporting Feature for tailored insights. The redesign aims to reduce administrative tasks and improve client engagement, aligning with wealthtech trends.
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Docupace acquired compliance software firm InvestEdge and appointed Brian Filanowski as CEO. This acquisition enhances Docupace's regulatory technology capabilities, aiming to create a more unified, ...AI-driven wealth management platform.
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Docupace has acquired InvestEdge and appointed Filanowski as its new CEO, marking a significant leadership change and expansion in its service offerings.

Docupace has appointed Brian Filanowski as its new CEO and acquired InvestEdge, a compliance software provider. This acquisition enhances Docupace's compliance capabilities, expanding its offerings t...o over 100 financial institutions. Filanowski, with extensive experience in financial technology, aims to accelerate growth by leveraging AI and pursuing strategic acquisitions.
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Docupace, supported by Genstar, has acquired InvestEdge, a fintech company. This acquisition aims to enhance Docupace's capabilities in wealth management technology solutions.

Docupace has acquired InvestEdge to enhance its compliance solution portfolio, strengthening its position in wealth management operations technology. Brian Filanowski has been appointed as the new CE...O to lead the company's growth and innovation. This strategic move aims to integrate AI and modern architecture into compliance operations, benefiting financial institutions with comprehensive solutions.
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Docupace has acquired compliance software firm InvestEdge and appointed Brian Filanowski as CEO. This strategic move enhances Docupace's compliance capabilities and solidifies its position in wealth ...management operations technology.
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Docupace has acquired InvestEdge and appointed Brian Filanowski as its new leader. These moves aim to enhance its compliance and operations platform for wealth management firms, strengthening its pos...ition as a comprehensive technology provider in the financial services industry.
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Docupace's new CEO, Brian Filanowski, discusses the strategic direction following the acquisition of InvestEdge. The focus is on integrating compliance and operations into a unified platform to enhan...ce decision-making and reduce compliance friction. Filanowski emphasizes the importance of clean, connected data infrastructure for wealth management firms to thrive in a competitive landscape, highlighting AI's role in compliance and the need for simplified, integrated systems.
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Docupace appoints Mike Conlon as Chief Revenue Officer to lead its go-to-market strategy, focusing on sales, marketing, client experience, and partnerships. This move aims to enhance revenue operatio...ns and platform adoption, supporting the company's expansion in the wealth management sector.
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Mike Conlon has been appointed as Chief Revenue Officer at Docupace, where he will oversee sales, marketing, client experience, and partnerships. His role is crucial as the company aims to expand the... adoption of its AI-enabled wealth management platform.
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Mike Conlon joins Docupace as Chief Revenue Officer, bringing nearly 20 years of experience in SaaS and revenue leadership. He will lead the company's go-to-market transformation and AI-driven growth... strategy.
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Docupace has appointed Mike Conlon as Chief Revenue Officer to lead its go-to-market transformation and enhance the adoption of its AI-enabled wealth management platform.

Docupace has appointed Mike Conlon as Chief Revenue Officer to drive growth and enhance its AI-powered wealth management platform. Conlon will oversee revenue generation, integrating sales, marketing..., and strategic alliances. His experience in SaaS and commercial strategy is expected to support Docupace's expansion and align its go-to-market strategy with industry trends in AI and automation.
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Docupace has appointed Mike Conlon as chief revenue officer to lead its revenue strategy, focusing on sales, marketing, client experience, and partnerships. The company aims to enhance its AI-enabled... platform for wealth management firms, aligning commercial strategies with industry adoption of AI tools.
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Docupace has appointed Mike Conlon as Chief Revenue Officer to drive AI-led growth and transform its go-to-market strategy. Conlon, with a strong background in modernizing enterprise SaaS models, wil...l oversee revenue strategy, unifying sales, marketing, and client experience. His focus will be on promoting Docupace's AI tools like Hubly and PreciseFP to enhance workflow automation in wealth management.
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Docupace has appointed Brian Filanowski as the new CEO following its acquisition of InvestEdge. Filanowski will focus on AI-driven product innovation, expanding the customer base, and pursuing future... acquisitions.
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Docupace appoints Brian Filanowski as CEO and acquires compliance software firm InvestEdge to enhance its regulatory capabilities and strengthen its back-office platform offerings.

Docupace appoints Brian Filanowski as CEO to lead its strategic expansion and advance its AI-driven platform in wealth management technology.

Docupace has appointed Scott Willette as Chief Technology Officer. He will lead the company's cloud modernization and AI-driven scaling initiatives, enhancing its technology strategy. Docupace provid...es cloud-based platforms to digitize and automate operations in the financial advice and investment industry.
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Docupace has appointed Scott Willette as Chief Technology Officer. Willette will lead engineering, platform architecture, cloud modernization, and AI innovation strategies for wealth management firms.

Docupace has appointed Scott Willette as Chief Technology Officer to drive its AI and cloud strategy, enhancing scalable wealth management solutions.

Docupace has appointed Scott Willette as Chief Technology Officer to lead its technology strategy and AI-driven innovation. Willette will focus on cloud modernization and enhancing engineering capabi...lities. His role includes overseeing the transition to AWS cloud services and developing AI tools for wealth management. This appointment highlights Docupace's commitment to advancing its platform's efficiency and scalability in the financial services sector.
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Docupace has been named to CNBC's World's Best Fintech Companies 2026 list for the second consecutive year. This recognition highlights Docupace's innovation in automating back-office operations for ...wealth management firms, enhancing advisor and client experiences, and supporting efficient operations through its cloud-based platforms.
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Docupace has been named to CNBC's World's Best Fintech Companies 2026 list for the second consecutive year, highlighting its innovation in digitizing and automating back-office operations for wealth ...management firms.
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Docupace Named a Top Filing-Compliance Solution for RIAs in InvestmentNews | Docupace