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Synopsis
Genstar Capital, a private equity firm, completed the acquisition of a majority stake in Docupace, a provider of software to streamline back-office operations of wealth management enterprises and financial advisors. Financial terms were not disclosed. "Genstar's investment is a testament to our belief that Docupace is transforming how critical work – new account opening, client onboarding, workflow, compliance, compensation, advisor transitions, data gathering and client engagement – gets done in wealth management enterprises," David Knoch, Docupace Chief Executive Officer.
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