Docupace Developer Resources

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.

Build optimal experiences with our

Developer Portal

Unlock the Full Potential of Our Tech Stack Through Comprehensive Documentation, API Guides, and Interactive Community Support

Resources

Welcome to our developer portal, the ultimate destination for developers looking to integrate their applications with our platform. Here, you will find all the tools, resources, and documentation you need to get started with our API and unleash the full potential of our platform. Start exploring now and discover what’s possible with our platform.

Tools

Access to a comprehensive suite of development tools designed to enhance their workflow and maximize productivity. Click each icon to get started.

XRay

Debugging tool used to inspect Work Items and anything related to that Work Item.

Service Call Recorder

Records service calls Docupace Connect has sent to core, allowing the developer to see API calls generated from Core to Connect when developing an integration.

Docupace Named 2024 ThinkAdvisor Luminaries Winner

December 12, 2024

HOLMDEL, New Jersey – December 12, 2024 – Docupace was

Docupace Named US FinTech 2024 Winner in Two Categories

November 15, 2024

HOLMDEL, New Jersey – November 15, 2024 – Docupace was

Docupace Chief Operating Officer Featured in AdvisorHub

October 31, 2024

HOLMDEL, New Jersey – October 31, 2024 – Docupace’s Chief

Docupace Chief Operating Officer Mentioned in Wealth Solutions Report

October 30, 2024

HOLMDEL, New Jersey – October 30, 2024 – Docupace’s Chief

Coverage of Docupace Reimagined User Experience and Enhanced Platform Announcement

October 24, 2024

HOLMDEL, N.J. – Oct. 24, 2024 – Docupace, the trailblazer in

Docupace Chief Information Security Officer Mentioned in AdvisorHub

October 22, 2024

HOLMDEL, New Jersey – October 22, 2024 – Docupace’s Chief

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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

Developer Portal

Resources

Tools

XRay

Service Call Recorder

Docupace Named 2024 ThinkAdvisor Luminaries Winner

Docupace Named US FinTech 2024 Winner in Two Categories

Docupace Chief Operating Officer Featured in AdvisorHub

Docupace Chief Operating Officer Mentioned in Wealth Solutions Report

Coverage of Docupace Reimagined User Experience and Enhanced Platform Announcement

Docupace Chief Information Security Officer Mentioned in AdvisorHub

The Platform

Solutions

Resources

Company

Newsletter