Docupace Technologies

Docupace is a solutions provider focused on digitizing and automating operations in the financial advice and investment industry. Financial services firms use the Docupace Platform (a cloud-based, integrated software suite) to reduce back-office expenses, improve efficiency, strengthen recruiting, and enhance the experience of advisors and their clients.

Five Core Value Propositions of the Docupace Platform

#1 – An Adrenaline for Business Operations The Docupace Platform is an adrenaline shot for thriving advisory and investment firms. Deploying our dynamic, scalable platform empowers firms to: Bring on more advisors; Improve client satisfaction and confidence; and reduce costs and headaches in the back office.

#2 – Bridges Gaps, Eliminates Friction and Keeps Everyone on the Same Page The Docupace Platform isn’t a single point solution that only solves a specific problem — it eliminates friction from the entire system. With dynamic workflows that bridge the gaps between investors, advisors, and the back office, the Docupace Platform keeps everyone on the same page, reduces admin time, eliminates errors, lowers costs, and turns common complaints into satisfying interactions.

#3 – Financial Services is Built-in to the Platform’s DNA The Docupace Platform is 100% focused on the financial advice and investment industry. The Platform’s wealth management DNA means our solutions map one-to-one with your specific challenges, that our people know your business and speak your language, and that our products are compliant with SEC and FINRA rules.

#4 – Positions Digitization and Automation at the Center of Business Processing Strategy Docupace is a dynamic platform that serves as the foundation of our clients’ entire business processing strategy. With distinctive built-in capabilities, deep integrations with third-party tools, and operational flexibility, the Docupace Platform can be used to digitize or automate nearly any process.

#5 – Trusted Conduit Connecting More than $2 Trillion in AUM Docupace is the largest and most trusted provider of digital back-office solutions for the financial advice and investment industry. Firms of all sizes — including some of the largest in the United States — trust the Docupace Platform to serve as the primary conduit connecting clients, advisors and home office pros with more than $2 trillion in AUM.