Operational demands brought about by the pandemic have emphasized the need for greater digitization and efficiency in advisory firm back offices. In addition to meeting current needs, technology also can enable advisory firms to seize the long-term value-creation opportunities. With ...

With key front-end software in place at most financial advisory firms, the time has come to seize opportunities in the back office. Docupace, which describes itself as the “connective tissue for back offices,” explains how and why process improvement and ...