Are you 100%?

Paperless

Going paperless starts here

Compliant

Respond instantly to audit inquiries

Cybersecure

Know how you score.        

Docupace is the Single-Vendor, Straight-Through Processing Platform for All Your Back Office Needs.

What You Get With Docupace

Save Your Firm Time and Money and Stay Cybersecure

Cyber security technology leader - Docupace, delivers business software delivered in a single platform that is compliant with both SEC and FINRA

Docupace Technologies provides Broker-Dealers, RIA’s and financial advisors with:

  • Easy-to-use cloud-based solution that can satisfy your back-office books and records needs.
  • One SEC and FINRA compliant straight through processing platform
  • Rule 17a-3 and Rule 17a-4 compliance
  • Robust cyber security services to ensure you’re cyber secure and compliant
  • Turnkey platform that integrates with other complimentary solutions
  • Industry experts and account specialists to help you along the way

ePACS Productivity Suite

  • True Straight-Through processing in a box
  • Built specifically for financial service firms
  • Full suite platform with specific modular solutions
  • Highly configurable and full workflow enabled
  • Reduces NIGO (Not-in-good-order) and processing delays

Cyber Security

  • Cyber security technology leader
  • Full suite of cyber security services
  • Built specifically for financial service firms
  • Extensive cyber security best practices,
  • infrastructure configurations, policies and controls
  • Staffed with certified cyber security experts

Docupace is going above and beyond one single stream of expertise. They have the complete transaction experience.

David Ballard

EVP, COO, Cetera Financial Group

RobertEarle_1

WATCH WHAT YOU GET WITH DOCUPACE

Recent News

Investors spearhead transparency, compliance push

Fund Technology | 2/1/2017 | Emily Sakamoto

“The end consumer today is really digitized in many aspects of their lives,” said Kevin Laraia, COO at Docupace, an electronic processing solution provider for financial services. “The financial services are just catching up. I think transparency is key.”

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