OS33 and Docupace Announce Partnership at FINRA 2019 Conference

Docupace and Workplace by OS33 announced their strategic partnership today at the 2019 FINRA Annual Conference which will combine OS33’s Workplace Frontline and Stronghold cybersecurity and compliance software with Docupace’s data-driven digital operations platform to enable broker-dealers and insurance partners to purchase a unified solution from either company.

Joel Friedman (L) from Docupace and Sam Attias (R) from Workplace by OS33
celebrate the companies’ partnership at the FINRA 2019 Annual Conference.

Docupace customers seeking to meet FINRA’s 2018 Guidance, are now able to purchase Workplace Frontline, endpoint device compliance, and Workplace Stronghold, the turnkey digital platform for compliance and cybersecurity, from Docupace.

OS33’s clients will be able to purchase Docupace’s SEC and FINRA compliant workflow solutions in combination with its document management, client onboarding, and advisor transitions solutions from OS33. Docupace clients, who are qualified FSI member firms, will also be able to take advantage of OS33’s FSI Ambassador Sponsorship Privilege enabling access to Workplace Frontline without charge, nor obligation for the remainder of 2019.

OS33 President, Morley Ivers, explained what this strategic agreement means for the company, “Workplace Frontline is a cornerstone of our cybersecurity and compliance offering for broker-dealers and insurance companies that leverage independent reps. With Frontline every device that attempts to access a firm’s private data will be inventoried and secured before access is granted. Additionally, Workplace Stronghold is a turnkey digital workplace that establishes a secure perimeter abound a firm’s business applications, files and devices. We are extremely excited to be Docupace’s cybersecurity offering and to be representing Docupace’s Platform.”

More information is available in the official press release announcing this partnership. Download the press release here.

Comments are closed.