Manage Consent

We use cookies and other similar technologies, including cookies provided by analytics, advertising, and other third-party providers. These cookies may record what pages you visit and other similar activity on our website, including what videos on our website you may watch. By continuing to browse our website, you consent to such recording and the disclosure of these activities on our website to these third-parties and our use of your personal information as further described in our Privacy Policy. For more information about the specific cookies we use on our website and your choices regarding such recording, please visit our Cookie Settings.
Privacy Overview
This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.
Always Active
Necessary cookies are absolutely essential for the website to function properly. These cookies ensure basic functionalities and security features of the website, anonymously.
  • Cookie
    PHPSESSID
  • Duration
    session
  • Description
    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.
  • Cookie
    CookieLawInfoConsent
  • Duration
    1 year
  • Description
    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.
  • Cookie
    cookielawinfo-checkbox-advertisement
  • Duration
    1 year
  • Description
    Set by the GDPR Cookie Consent plugin, this cookie records the user consent for the cookies in the "Advertisement" category.
  • Cookie
    elementor
  • Duration
    never
  • Description
    The website's WordPress theme uses this cookie. It allows the website owner to implement or change the website's content in real-time.
  • Cookie
    wpEmojiSettingsSupports
  • Duration
    session
  • Description
    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
    viewed_cookie_policy
  • Duration
    11 months
  • Description
    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.
  • Cookie
    cookielawinfo-checkbox-necessary
  • Duration
    11 months
  • Description
    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".
  • Cookie
    cookielawinfo-checkbox-functional
  • Duration
    11 months
  • Description
    The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional".
  • Cookie
    cookielawinfo-checkbox-performance
  • Duration
    11 months
  • Description
    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".
  • Cookie
    cookielawinfo-checkbox-analytics
  • Duration
    11 months
  • Description
    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".
  • Cookie
    cookielawinfo-checkbox-others
  • Duration
    11 months
  • Description
    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.
Functional cookies help to perform certain functionalities like sharing the content of the website on social media platforms, collect feedbacks, and other third-party features.
  • Cookie
    lidc
  • Duration
    1 day
  • Description
    LinkedIn sets the lidc cookie to facilitate data center selection.
  • Cookie
    UserMatchHistory
  • Duration
    1 month
  • Description
    LinkedIn sets this cookie for LinkedIn Ads ID syncing.
  • Cookie
    li_gc
  • Duration
    6 months
  • Description
    Linkedin set this cookie for storing visitor's consent regarding using cookies for non-essential purposes.
Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors.

No cookies to display.

Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc.
  • Cookie
    _gcl_au
  • Duration
    3 months
  • Description
    Google Tag Manager sets the cookie to experiment advertisement efficiency of websites using their services.
  • Cookie
    AnalyticsSyncHistory
  • Duration
    1 month
  • Description
    Linkedin set this cookie to store information about the time a sync took place with the lms_analytics cookie.
  • Cookie
    _ga_*
  • Duration
    1 year 1 month 4 days
  • Description
    Google Analytics sets this cookie to store and count page views.
  • Cookie
    _ga
  • Duration
    1 year 1 month 4 days
  • Description
    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.
  • Cookie
    _gid
  • Duration
    1 day
  • Description
    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.
  • Cookie
    _gat_UA-*
  • Duration
    1 minute
  • Description
    Google Analytics sets this cookie for user behaviour tracking.n
  • Cookie
    pardot
  • Duration
    past
  • Description
    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.
  • Cookie
    vuid
  • Duration
    1 year 1 month 4 days
  • Description
    Vimeo installs this cookie to collect tracking information by setting a unique ID to embed videos on the website.
Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. These cookies track visitors across websites and collect information to provide customized ads.
  • Cookie
    bcookie
  • Duration
    1 year
  • Description
    LinkedIn sets this cookie from LinkedIn share buttons and ad tags to recognize browser IDs.
  • Cookie
    bscookie
  • Duration
    1 year
  • Description
    LinkedIn sets this cookie to store performed actions on the website.
  • Cookie
    test_cookie
  • Duration
    15 minutes
  • Description
    doubleclick.net sets this cookie to determine if the user's browser supports cookies.
  • Cookie
    IDE
  • Duration
    1 year 24 days
  • Description
    Google DoubleClick IDE cookies store information about how the user uses the website to present them with relevant ads according to the user profile.
  • Cookie
    li_sugr
  • Duration
    3 months
  • Description
    LinkedIn sets this cookie to collect user behaviour data to optimise the website and make advertisements on the website more relevant.
Other uncategorized cookies are those that are being analyzed and have not been classified into a category as yet.
  • Cookie
    ar_debug
  • Duration
    1 month
  • Description
    Description is currently not available.
  • Cookie
    _cfuvid
  • Duration
    session
  • Description
    Description is currently not available.
0

Users on the Platform

0

Documents Stored

0

Total Work Items Processed

About 66,837 items each work day

1.6 %

NIGO rate

Industry NIGO rates typically range from 25-50%. At Docupace, we get firms to a single digit NIGO rate.

0

Accounts Opened

0

Electronic Documents Processed & Delivered

0

eSign Transactions

0

Total Hours Saved Processing Paperwork Electronically Using Docupace Platform Vs. Manually

Or 1,394,192,138 minutes saved!

support resolution

Active Users

2022
0
2023
0
User Increase
- 0
Disclosures Delivered (TRACKR)
50000
$ 200000

Estimated Client Savings Due to Electronic Delivery of Disclosures Through Compliance TRACKR Solution to Offset Cost of e-sign Delivery

Total Advisors, Accounts
and Documents Transitioned

Advisors
0
Accounts
0
Documents
0

Percentage of Advisor Accounts Transitioned in a Given Period

BY THE NUMBERS

2000

Total Client Accounts

2000

Data Elements that Did Not Have to be Manually Captured or Rekeyed

2000

Number of Times Datasets Were Moved Between Integrated Applications

2000

Financial Planning Hours Saved

$ 2000

Practice Management Dollars Saved

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