| Name | Title | Contact Details |
|---|---|---|
Carlos Morales |
VP Global Sales Engineering and Consulting | Profile |
Docupace is a leading digital operations technology provider that simplifies how wealth management firms process and digitize data, increasing efficiency, productivity, and profits. With the secure, cloud-based Docupace Platform, the Docupace team provides a suite of digital solutions that helps broker-dealers, RIAs, and their advisors streamline and automate client onboarding, document management, advisor transitions, Regulation BI, cybersecurity, and other critical workflows while maintaining SEC and FINRA compliance. With headquarters in Los Angeles, California, Docupace is proud to serve a variety of firms, including some of the largest in the financial services industry, through a combination of proven technology and hands-on service.
Advanced Health Media is a Microsoft Certified Partner company that supplies a combination of custom technology and management services to provide the only comprehensive solution for program management and compliance administration specifically designed
Revionics is a proven leader in End-to-End Merchandise Optimization solutions. More than 62,000+ retail locations around the world optimize with Revionics across 18M+ products and 2.6B+ Item/store combinations are modeled weekly. Revionics empowers retailers around the globe to profitably execute a data-driven omni-channel merchandising strategy by utilizing one of the most comprehensive set of shopper demand signals to increase financial performance and improve customer satisfaction. Revionics` solutions are powered by unmatched demand-based science and advanced predictive analytics to help ensure retailers have the right product, price, promotion, placement and space allocation to drive business performance and seamless shopper experience – online, in-store, social and mobile. Delivered on a scalable, SaaS-based platform, Revionics solutions offer real-time insights and dynamic decisions at speed, scale and frequency, while providing fast ROI. Revionics has been recognized as a Deloitte Technology Fast 500™ and JMP Securities` Hot 100 Software Company.
Hypersoft Information Systems is a San Francisco, CA-based company in the Software and Internet sector.
Cool Life Systems is a Montgomery, NY-based company in the Software and Internet sector.