1st Global Deploys ePACS ® to All Affiliated Firms
LOS ANGELES, Feb. 16, 2012 (GLOBE NEWSWIRE) -- Broker/dealers and investment advisors are rapidly transitioning away from paper-based forms and processes to electronic, automated systems in an effort to reduce errors and increase efficiencies. Docupace Technologies, the industry leader in paperless processing systems, and 1st Global, the premier business development and resource partner to leading wealth management firms, announced today the deployment of a complete paperless office solution for the Dallas-based firm and their more than 500 affiliated tax-centric wealth management firms.
"In order to best support our financial advisors, our firm determined that we needed to centralize and automate the core processes that impact our field and home office staff every day," said 1st Global President and Chief Operating Officer David Knoch. "We have equipped all of our CPA, tax, estate and financial planning firms with the tools to streamline business and improve back office efficiency. We chose Docupace because their document management and workflow solution offered everything we were looking for to seamlessly connect all our data, documents and systems."
"Docupace Technologies, through their ePACS® workflow capabilities now supports the vast majority of 1st Global's core infrastructure processes," explained Docupace Executive Vice President Tom Embrogno. "It is pre-integrated with all the sub-systems necessary to move any piece of business through the firm."
ePACS® is distributed so that field users and home-office users are virtually connected and experience the same functionality. The system kicks off the workflow early in the field so that business intelligence is applied during the capture process. "This drives NIGO rates down, reduces manual data entry and improves the quality of data being put into the system," says Embrogno.
ePACS®, the next generation of the Docupace system, is the industry's first Web-based electronic paperless application and check service. It transparently combines electronic data gathering, document imaging, e-signatures, forms processing, Check21 processing and workflow automation.
Karen Embry
Impact Communications
913 649-5009
karenembry@impactcommunications.org
About Docupace Technologies, Inc.
Docupace, a privately-held company based in Los Angeles established in 2002, is an industry leader in delivering SEC/FINRA compliant paperless processing systems to financial services firms. With ePACS®, Docupace allows broker/dealers to connect systems, documents and data seamlessly for cost savings, efficiency and overall better business. Over 300 clients, including some of the largest broker/dealers in the marketplace, are using Docupace and the ePACS solution to streamline their business workflow, store hundreds of millions of documents and make efficient straight-through processing a reality. For more information, call 866-582-3713 or visit www.docupace.com.
About 1st Global
1st Global was founded in 1992 by CPAs who believe that accounting, tax and estate planning firms are uniquely qualified to provide comprehensive wealth management services to their clients. 1st Global provides CPA, tax and estate planning firms the education, technology, business-building framework and client solutions that make these firms leaders in their professions through dedicated professional client relationships built around wealth management. More than 500 firms are affiliated with 1st Global, making it one of the largest financial services partners for the tax, accounting and legal professions.
1st Global Capital Corp. is a member of FINRA and SIPC and is headquartered in Dallas, Texas. For more information, call 214-265-1201 or visit www.1stGlobal.com.
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