Docupace Announces Integration with InvestorCOM to Deliver Streamlined Advisor Experience at Wintrust Wealth Management
Leading wealthtech providers forge partnership to ensure Reg BI compliance of investment recommendations. LOS ANGELES – June 13, 2023 – Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, today announces the first phase of its strategic integration with InvestorCOM on behalf of their mutual client Wintrust Wealth Management, a […]
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