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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



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