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Docupace and Security Snapshot to extend cyber-security management solutions for financial services firms


Docupace Technologies is joining with computer security services company Security Snapshot to deliver cyber-security solutions for financial services firms. 

Docupace provides a secure, SEC/FINRA-compliant and paperless straight-through processing platform.

By working with broker-dealers and registered investment advisors (RIAs) on cyber-security, Security Snapshot will connect Docupace’s secure infrastructure and workflow systems with processes that help ensure organisations are compliant with SEC, FINRA, and other federal, state, and self-regulatory organisations’ policies, procedures and regulations. Docupace and Security Snapshot expect to implement their new relationship in phases to best ensure smooth and efficient adoption by clients.

“Docupace is dedicated to providing high quality, enterprise-class solutions for financial service firms,” says Michael Pinsker, Founder and Chief Executive Officer of Docupace. “We’ve identified a need for complimentary cyber-security services that can be offered to firms of all sizes without diluting the service offering due to economic constraints. Together with Security Snapshot, we are excited to launch this new initiative to fill this critical need.”

“Computer security and regulatory compliance are a top concern for organisations of all sizes,” says Jay Peters, President and Founder of Security Snapshot. “We’ve led the way in helping broker-dealers and RIAs understand, implement and monitor the policies and procedures necessary to deal with today’s cyber-threats and regulatory environment. By leveraging Docupace’s leading infrastructure and scale, we are excited to work to efficiently deliver these important services to even the smallest of broker-dealers and RIAs.”

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