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Docupace Technologies and FolioDynamix form strategic partnership


Wealth management technology provider FolioDynamix and financial services information technology company Docupace Technologies, have formed a strategic relationship designed to deliver a turn-key straight-through processing solution to the wealth management industry for new account openings.

The integration will empower advisors to create an optimal portfolio for each client’s needs within the FolioDynamix system and then seamlessly pre-populate and process the required forms via the Docupace ePACS straight-through processing (STP) solution. The innovative solution validates the data for accuracy and compliance, and is securely and electronically routed for compliance review and approval before electronic submission to the appropriate clearing house. This unique process offers the best of both worlds by accommodating electronic as well as paperless processing. It is seamless, secure and SEC/FINRA compliant, significantly reducing “not in good order” processing, delays, inefficiencies and compliance risk.
“Docupace is focused on simplifying and securing all business processing for financial services so that the industry can be efficient, compliant and cyber secure,” says Michael Pinsker (pictured), CEO and Founder of Docupace Technologies. “FolioDynamix has created a leading platform that enables full lifecycle portfolio management for wealth management advisory firms. Together, our platforms align perfectly to deliver the only seamless STP solution for the wealth management business. The future of wealth management is here.”
“FolioDynamix has been leading the way on empowering advisors with efficiency and innovation in wealth management, and we are now eager to close the loop on information processing dark holes,” says Joseph Mrak, chairman and CEO of FolioDynamix. “Our strategic relationship with Docupace will take broker dealers, advisors and their clients to the highest level of business processing efficiency, compliance and cyber security. What once took days will now take hours, further increasing advisor productivity.”

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