Envestnet Adds Pontera's 401(k) Management Platform: Tech Roundup
Docupace Appoints COO
Docupace appointed Mike Zebrowski chief operating officer, the company said Tuesday. Zebrowski will oversee teams in product, delivery, relationship management, support, training, transitions and legal, according to Docupace.
Zebrowski has a “proven track record of leading execution and driving elevated client experience at diverse global organizations during periods of accelerated growth,” David Knoch, Docupace CEO, said in a statement.
“Mike will play a significant role in deepening relationships with clients and empowering the Docupace brand to become known for its vibrant culture of execution excellence,” Knoch added.
Zebrowski’s previous work experience includes time at MassMutual and TD Bank, and a decade as COO at eMoney, working alongside the company’s founder, Edmond Walters.
Zebrowski also co-founded Advisor Innovation Labs (A.I. Labs) with Lori Hardwick, Docupace board chair. A.I. Labs has since been acquired by Envestnet. Zebrowski is also an advisory board member for Tolerisk and is engaged in F2 Strategy’s Executive in Residence program.
The addition of Zebrowski deepens the Docupace “bench” of experienced professionals that have joined the firm in recent months, it said. Docupace added several wealthtech professionals to executive and management teams last year and Hardwick was named chair of its board of directors in September.
Broadridge Extends Fi360 Training Program
Fintech firm Broadridge Financial Solutions is launching an initiative to extend its Fi360 Accredited Investment Fiduciary (AIF) Designation Training to financial professionals from underrepresented groups at no cost, it said Monday.
An initial group of 100 advisors will receive free training via the program, which is sponsored by Envestnet and supported by Choir, a diversity-tech platform and conference diversity certification.
Envestnet is sponsoring the provision of Broadridge’s AIF Designation Training for 100 individuals in underrepresented populations, including women and people of color, according to Broadridge.
The candidates will be identified with the help of Choir, and potential candidates can sign up for Choir’s Voices platform, which connects people of color, women, and non-binary financial professionals with speaking and media opportunities. Interested individuals should also apply directly with Envestnet.
Separately, Broadridge said it partnered with FLX Networks, a company that modernizes, simplifies and drives engagement between asset managers and financial advisors. Broadridge is serving as the “preferred data and analytics provider to asset management firms.”
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