Contact Us

PreciseFP
RIA Productivity Suite
Docupace Platform

Docupace Platform

A comprehensive, customizable solution for digitizing your wealth management operation and increasing efficiency, productivity, and profit.

Platform Overview

jPass Login

Partner Integrations

Advisor Transitions

Digital workflows make it possible to transition incoming advisors' books of business in as little as 30 days.

Client Onboarding

New account opening and maintenance is simple and automatic data synchronization and compliance checks.

Compensation Management

Build financial reports with comprehensive summaries that can be created with unlimited hierarchies.

Compliance TRACKR

Enable digital delivery to ensure clients receive RegBI (Form CRS), Form ADV and DOL Rule disclosures.

Document Management

Store records with a secure, cloud-based document management solution and always be prepared for an audit.

PreciseFP

Powerful automation, workflow, and operations management tools that enable seamless client engagement.

RIA Productivity Suite

Out of the box capabilities and integrations that meet the flexibility needs and simple-delivery requirements of the RIA market.

Surveillance and Compliance

Our Surveillance and Compliance solutions are the antidote to your challenges, pre- and post-trade.
About

About Us

Docupace is a technology company built for the wealth management industry. We've been on a mission to eliminate paperwork since 2002.

Who We Are

News and Events

The latest Docupace headlines, plus information about upcoming conferences and webinars.

Careers

Want to work for an exciting, fast-growing company with excellent benefits? View our openings and apply.

Back Office Heroes Day

Learn more about National Back Office Heroes Day presented by Docupace.

Security & Compliance

Learn more about the initiatives that protect the Docupace Platform from cyber and regulatory risks.

Contact Us

Get started with the Docupace Platform or reach out to our sales, client support, or compliance support specialists.
Resources

Resources

Access product and solutions guides, whitepapers, success stories, datasheet, webinars, and more.

Resource Index

Blog

Stay up to date on the latest industry news and read insights from wealth management technology experts.

Webinars

Discover live and on-demand webinars to learn about our products, services, and industry trends.

Whitepapers

In-depth insights and research about the biggest topics in wealth management technology.

Developer API Portal

Unlock the power of our platform with our comprehensive API documentation. Join our developer community and start building amazing solutions.

eLearning & Documentation

Guides and videos to help you accomplish tasks in the Docupace system, plus release notes and glossary.

Case Studies

Telling the stories of our customers and the impact Docupace has had.

Cookie	Duration	Description
cookielawinfo-checkbox-advertisement	1 year	Set by the GDPR Cookie Consent plugin, this cookie records the user consent for the cookies in the "Advertisement" category.
cookielawinfo-checkbox-analytics	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics".
cookielawinfo-checkbox-functional	11 months	The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional".
cookielawinfo-checkbox-necessary	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary".
cookielawinfo-checkbox-others	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other.
cookielawinfo-checkbox-performance	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance".
CookieLawInfoConsent	1 year	CookieYes sets this cookie to record the default button state of the corresponding category and the status of CCPA. It works only in coordination with the primary cookie.
elementor	never	The website's WordPress theme uses this cookie. It allows the website owner to implement or change the website's content in real-time.
PHPSESSID	session	This cookie is native to PHP applications. The cookie stores and identifies a user's unique session ID to manage user sessions on the website. The cookie is a session cookie and will be deleted when all the browser windows are closed.
viewed_cookie_policy	11 months	The cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data.
wpEmojiSettingsSupports	session	WordPress sets this cookie when a user interacts with emojis on a WordPress site. It helps determine if the user's browser can display emojis properly.

Cookie	Duration	Description
li_gc	6 months	Linkedin set this cookie for storing visitor's consent regarding using cookies for non-essential purposes.
lidc	1 day	LinkedIn sets the lidc cookie to facilitate data center selection.
UserMatchHistory	1 month	LinkedIn sets this cookie for LinkedIn Ads ID syncing.

Cookie	Duration	Description
_ga	1 year 1 month 4 days	Google Analytics sets this cookie to calculate visitor, session and campaign data and track site usage for the site's analytics report. The cookie stores information anonymously and assigns a randomly generated number to recognise unique visitors.
_ga_*	1 year 1 month 4 days	Google Analytics sets this cookie to store and count page views.
_gat_UA-*	1 minute	Google Analytics sets this cookie for user behaviour tracking.n
_gcl_au	3 months	Google Tag Manager sets the cookie to experiment advertisement efficiency of websites using their services.
_gid	1 day	Google Analytics sets this cookie to store information on how visitors use a website while also creating an analytics report of the website's performance. Some of the collected data includes the number of visitors, their source, and the pages they visit anonymously.
AnalyticsSyncHistory	1 month	Linkedin set this cookie to store information about the time a sync took place with the lms_analytics cookie.
pardot	past	The pardot cookie is set while the visitor is logged in as a Pardot user. The cookie indicates an active session and is not used for tracking.
vuid	1 year 1 month 4 days	Vimeo installs this cookie to collect tracking information by setting a unique ID to embed videos on the website.

Cookie	Duration	Description
bcookie	1 year	LinkedIn sets this cookie from LinkedIn share buttons and ad tags to recognize browser IDs.
bscookie	1 year	LinkedIn sets this cookie to store performed actions on the website.
IDE	1 year 24 days	Google DoubleClick IDE cookies store information about how the user uses the website to present them with relevant ads according to the user profile.
li_sugr	3 months	LinkedIn sets this cookie to collect user behaviour data to optimise the website and make advertisements on the website more relevant.
test_cookie	15 minutes	doubleclick.net sets this cookie to determine if the user's browser supports cookies.

Cookie	Duration	Description
_cfuvid	session	Description is currently not available.
ar_debug	1 month	Description is currently not available.

Docupace Platform

Advisor Transitions

Client Onboarding

Compensation Management

Compliance TRACKR

Document Management

PreciseFP

RIA Productivity Suite

Surveillance and Compliance

About Us

News and Events

Careers

Back Office Heroes Day

Security & Compliance

Resources

Blog

Webinars

Whitepapers

Developer API Portal

eLearning & Documentation

Case Studies

General Inquiries

Give us a Call

Locations

The Platform

Solutions

Resources

Company

Newsletter

Docupace Platform

About Us

Resources

General Inquiries

Give us a Call

Locations

The Platform

Solutions

Resources

Company

Newsletter

Manage Consent