Who We Are
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Docupace is a technology company built for the financial services and wealth management industry. For over 20 years, we’ve dedicated our resources to solving the most frustrating and time-consuming problems that advisors, broker-dealers, and RIAs face on a daily basis.
We are based in New Jersey, and our team is built from a diverse set of talents: software developers, technology leaders, compliance and security specialists, mathematicians, management experts, financial professionals, client services geniuses—they all come together to make us the leading universal workflow and document management automation software choice for financial service and wealth management firms and their advisors everywhere.
What We Do
By eliminating transactional paperwork and its associated costs, we make work easier for financial services professionals, and increase profit for their firms.
Our cloud-based, end-to-end software solution contains a suite of tools, workflows, integrations, and APIs that improve compliance, simplify audits, smooth personnel transitions, and more.
We also protect our clients from cyber security risks, with a full suite of security services tailored to the needs of financial services firms.
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Strategic Transformation
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In May 2021, Docupace acquired jaccomo, the industry’s premier compliance, data integration, financial reporting, and advisor compensation accounting system. By combining jaccomo’s data-centric capabilities with the Docupace Platform’s powerful automation, workflow, and digital processing tools, we create a centralized source for execution excellence across wealth management.
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Further bolstering Docupace’s capabilities, we acquired PreciseFP, an award-winning data gathering and client engagement solution in September 2021. This platform provides a fast, easy, and secure data gathering experience for advisors. Automating the data-gathering process and integrating it with CRM and financial planning tools drastically reduces the cost of building a financial plan.
Leadership Team
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