Docupace Announces New Product Roadmap Strategy and Delivery of its Spring 2018 Release

LOS ANGELES, April 12, 2018 /PRNewswire/ -- Docupace Technologies, LLC, the leader in secure and compliant cloud-based workflow and document management automation solutions for the financial services industry, today announced that it is enhancing its Product Roadmap management process and adopting a new product release schedule. The new Roadmap and Product Release process emphasizes industry best practices that will have benefits for its enterprise customers.

"In response to our customer demand, we are moving from few customer specific releases to three releases per year for all of our customers," said Richard Thoeny, VP of Product Management of Docupace Technologies. "The first of these releases is the Spring 2018 Release that was available on April 11th, 2018 and will be followed by our Summer and Winter Releases. The Spring 2018 Release focuses on optimizing advisor experiences, which consists of client-driven enhancements and new and improved features."

The enhanced Product Roadmap Strategy includes:

  • Predictable prepackaged releases, communications, and pre-release training
  • More frequent product innovation, existing technology improvements, and performance and stability enhancements
  • Steadily enhance the core offering
  • Move customers to a narrower series of versions

Coincident with the Product Roadmap Strategy and Spring 2018 Release announcement is our annual customer conference, Vision 2018, in Nashville, TN, on April 23rd, with the focus being "Year of the Advisor."

Docupace customers should contact their account managers for more details.

About Docupace
Docupace is a leading provider of secure and compliant unified workflow and document management automation solutions for financial services firms and the wealth management industry. The company's cloud-based transaction processing platform simplifies the process of capturing, organizing, routing, and accessing information, helping financial services firms meet SEC/FINRA compliance requirements.

Based in Los Angeles, California, the company's solutions serve the largest financial services firms and their advisors who are adopting digital workflow solutions such as client account opening, advisor onboarding, and document management to increase their operational efficiency, productivity, and profit. For more information, please visit or follow @docupace (

Media Contact: 

Rickey Bijlani

Docupace Technologies

(424) 273-8939


SOURCE Docupace Technologies, LLC

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