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

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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.

Is Your Firm Failing on Form CRS?

Ryan George

Chief Marketing Officer

Docupace

We’re a year and a half since the Regulation Best Interest rule went into effect and the industry is struggling to fully comply with the new standards. According to December 2021 statement from the Securities and Exchange Commission(SEC), wealth management and RIA firms are failing to meet Reg BI/FormCRS standards in several ways.

For you

Customizable Rules: The Flexibility Your Compliance Team Needs

Best Practices for Streamlining Standard Operating Procedures

How To Become a Digitally Savvy Advisor

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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

Contact Us

Resources

Blog

Webinars

Whitepapers

Developer API Portal

eLearning & Documentation

Case Studies

Is Your Firm Failing on Form CRS?

The Platform

Solutions

Resources

Company

Newsletter