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Mark Tapling

Docupace Launches New Reg BI Compliance Solution

Docupace announces Tracker BI product for delivery and comprehensive digital management of Form CRS and disclosures for Wealth Management Firms Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, today announced the launch of its new Reg BI and Form CRS digital solution enabling broker-dealers and advisors to quickly adopt and implement Docupace into their practices for greater and more efficient service offerings. With the Security and Exchange Commission (SEC)…