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Mike Zebrowski

Chief Operating Officer | Docupace

Mike Zebrowski

Chief Operating Officer, Docupace

As the saying goes, the only constant in life is change. At Docupace, we embrace that change, ensuring we stay ahead of industry developments and provide our users with the best possible experience. We believe that the tools you use should evolve as your business does, and that’s why we’re thrilled to announce the launch of the new Docupace platform — our completely redesigned platform.

Meet the new Docupace: It’s built with you — the financial professional — in mind, offering a modern, intuitive and intelligent experience. With this upgrade, users are more empowered to work with real-time data and deliver a higher level of service to your clients.

Why Now is the Time to Bring on Docupace

Your clients expect you to lead with technology. With Docupace, you’ll be equipped to meet and exceed these expectations, giving back-office processors, back-office managers, financial advisors and wealth management assistants the power they need to be fast, accurate and compliant.

But don’t just take our word for it. Accenture found that 74% of CEOs believe technology is key to growth and can be a significant competitive advantage. When clients see you leveraging modern technology to provide a smooth omnichannel experience, it’s more than just convenience — it’s a signal that your firm is on the cutting edge, giving you a leg up in an increasingly competitive marketplace.

Elevating the User Experience

For more than 20 years, Docupace has been at the forefront of innovation in the financial services industry. We’ve helped Registered Investment Advisors (RIAs), broker-dealers, TAMPs, banks and financial advisors simplify their workflows, improve data management and accurately submit, process and communicate complex work items.

We’ve solved old problems in new ways, consistently delivering value to hundreds of thousands of professionals.

Fast-forward to today, and we’ve heard your feedback loud and clear. You need a platform that reflects your evolving needs and offers new ways to scale. The new Docupace platform release is not just a cosmetic facelift. It’s a complete overhaul designed to deliver a top-tier experience that benefits both you and your clients.

old-platformnew-platform

What’s New? A Look Under the Hood

Here’s a sneak peek at the new and improved features you can expect:

  • A Modern, Intuitive Interface: We’ve introduced a new sleek, intuitive design that’s not just easy on the eyes, but also easy to navigate, making your day-to-day tasks faster and more efficient.
  • A Responsive, Customizable Dashboard: Get an instant overview of your or your team’s work, with the ability to personalize the layout to resonate with your thought process. Everything is simply a few clicks away, from searching forms to uploading custom new ones.
  • Top-notch User Experience: Open new client accounts, integrate with other platforms, manage your real-time data, and access updates you can easily share and discuss. Tasks that once took time and multiple steps are now wizard-driven, meaning less typing and more doing.
  • Real-Time Reporting Capabilities: Whether you’re analyzing user activity or tracking time spent at different process stages, you’ll gain powerful insights from a library of pre-built reports.
  • Customizable Branding: Tailor your Docupace platform to reflect your brand identity, ensuring a cohesive experience that inspires confidence and builds trust.
  • Fully Integrated Marketplace: With over 30+ integrations (including Redtail, NFS, Pershing, Salesforce and PreciseFP) connect Docupace with your existing tools for real-time data flow across all platforms. Work with linked data instead of imported data and enjoy automatic updates across all systems.
  • Tracking and Surveillance: All changes, additions or deletions are tracked in the system’s history through event driven architecture, giving you a comprehensive audit trail for compliance and oversight.
  • Forms Management: You can easily edit, create and upload custom forms to your library, and even share them within the Docupace ecosystem. Unwanted forms can be blocked, ensuring that only appropriate documents are used.

Ready to Experience Docupace?

Docupace represents everything new in financial technology. It’s built to enhance your operations and client servicing — faster, smarter and better than ever before.

Ready to get started with the new Docupace and take your reporting to the next level? Click here to learn more and schedule a discovery call.

 

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