Wallace Wealth Management Averts Disaster with Docupace Web Based Document Management System
When hurricane Ike hit in September 2008, we would have been forced to relocate our entire vault and move thousands of physical files to a remote location - an unlikely task. If we didn't have the web-based Docupace platform up and running, we would have lost months of processing time.

LOS ANGELES, CA, January 31, 2009 /24-7PressRelease/ -- Wallace Wealth Management knew eliminating paper processes would greatly enhance their efficiency - saving time and money. Yet, no one could foresee the potential disaster hurricane Ike would bring.

"When hurricane Ike hit in September 2008, we would have been forced to relocate our entire vault and move thousands of physical files to a remote location - an unlikely task. If we didn't have the web-based Docupace platform up and running, we would have lost months of processing time - placing our customers at risk," said Scott Wallace, President, Wallace Wealth Management and a Regional Director of Financial Network.

"Instead, we safely left our building, knowing all our data and documents were dry, safe and secure. We just logged in from home and we were in business. We didn't miss a beat thanks to Docupace."

Following the storm, Wallace and his team returned to their office to find the hurricane had damaged the roof and water running freely --- directly over the area where the paper files were formerly stored.

Wallace Wealth Management is an independently owned and operated, financial services firm, serving financial advisors and their clients. Financial advisors are registered as representatives with Financial Network Investment Corporation, an ING company. After evaluating a number of vendors, Wallace Wealth Management chose the web- based Docupace document management and workflow platform.

"We choose Docupace because of their ability to deliver an enterprise-wide web-based solution to reduce costs and helping relieve our infrastructural dependencies while improving customer service, supporting our compliance requirements and meeting other organizational goals. They showed a willingness to work with us," recalls Wallace.
"It was not a rigid sale. Based on our past experience with other companies, we didn't want something so rigid it required us to change all of our processes. The architecture of this solution gave us a lot of options right away, and it is scalable to grow along with us," Wallace said.

"I consider Docupace one of the best investments we've made. Our most important goal is to be here for our customers. Anything we can do to make their experience rewarding or effortless is a priority," continued Wallace, "Docupace helps us accomplish our mission."

About Docupace Technologies
Docupace Technologies provides a state-of-the-art, web based integrated suite including document imaging, electronic document management, workflow, and records management. Docupace serves a wide business spectrum including broker dealers, financial advisors, real estate, insurance and other organizations.

Docupace plays a vital role in helping companies of all sizes save money and improve productivity by managing the storage, organization and retrieval of relevant information through their simple desktop interface. For more information visit www.docupace.com

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Dale Jones
Docupace
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