Audience
Wealth Management Firms/Registered Investment Advisers (RIAs)
About Docupace
Docupace is a solutions provider focused on digitizing and automating operations in the financial advice and investment industry. Financial services firms use the Docupace Platform (a cloud-based, integrated software suite) to reduce back-office expenses, improve efficiency, strengthen recruiting, and enhance the experience of advisors and their clients.
The Docupace Platform is an adrenaline shot for thriving advisory & investment firms. Deploying our dynamic, scalable platform empowers firms to: Bring on more advisors; Improve client satisfaction and confidence; & reduce costs & headaches in the back office.
The Platform isn’t a single point solution that only solves a specific problem—it eliminates friction from the system. With dynamic workflows that bridge the gaps between investors, advisors, and the back office, the Docupace Platform keeps everyone on the same page, reduces admin time, eliminates errors, lowers costs, & turns common complaints into satisfying interactions.
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Integrations
Company Information
Docupace
Founded: 2002
United States
www.docupace.com
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Product Details
Platforms Supported
Cloud
Training
Live Online
In Person
Support
Phone Support
Online
Docupace Frequently Asked Questions
Docupace Product Features
Document Management
Access Controls
Supported
Collaboration Tools
Supported
Compliance Tracking
Supported
Document Archiving
Supported
Document Indexing
Supported
Document Retention
Supported
Electronic Signature
Supported
File Recovery
Supported
File Type Conversion
Supported
Offline Access
Supported
Optical Character Recognition
Supported
Version Control
Supported
Archiving & Retention
Not Supported
Document Assembly
Not Supported
Document Capture
Not Supported
Document Conversion
Not Supported
Document Delivery
Not Supported
Email Management
Not Supported
Forms Management
Not Supported
Full Text Search
Not Supported
Print Management
Not Supported
Virtual Data Room
Collaboration
Supported
Role-Based Permissions
Supported
Anonymity Management
Not Supported
Audit Trail
Not Supported
Data Protection
Not Supported
Data Storage Management
Not Supported
Document Tagging
Not Supported
Due Diligence Management
Not Supported
Procurement Management
Not Supported
Project Management
Not Supported
Secure Preview
Not Supported
