Wealth Management Today

The post Ep. 99: Digitizing the Back Office of Wealth Management Firms with David Knoch, Docupace appeared first on and was written by Craig Iskowitz. “When I say we digitized the back office of wealth management firms, the reality is we only digitized part of the back office of enterprise wealth management firms. So the question for me, having run Docupace for the past year, is do we change the statement or do we change what we do? And in […] The post Ep. 99: Digitizing the Back Office of Wealth Management Firms with David Knoch, Docupace appeared first on and was written by Craig Iskowitz.