Home/Business Process Management Software/Docupace
Updated on: November 28, 2021

What is Docupace ?

Docupace

Manage individual processes to get more productivity and profitability
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Docupace is an operations management platform that simplifies the business process structure of wealth management firms, helping them digitise and process data to increase their productivity, efficiency and profits in real-time. The platform comes with a suite of paperless tools that are specially designed to help users complete their work faster, in a more secure and error-free way. They can onboard new clients quickly with less manual work and reduce the NIGO rates significantly. Docupace provides firms with ample space to store their documents within a secure cloud-based vault besides allowing them to access and audit them, whenever they want. The platform also empowers incoming financial advisors to transit their entire book of businesses within 30 days. In addition, onboard advisors can depend on the same to review advertisements and take advantage of alternative investments. At last, Docupace enables advisors to monitor their individual businesses in real-time and reduce the need for home office personnel that were helping them to answer separate questions.

Docupace Technical details

Support Online Customer Type Large Enterprises Medium Business Small Business
API Location / Phone Number Los Angeles, California / (310) 445-7722
Deployment SaaS/Web/Cloud Category Business Process Management Software

Docupace Pricing

Pricing ModelQuotation Based
Docupace
Custom

Features

  • Data and Forms Processing
  • Workflow Engine
  • Security & Compliance
  • APIs & Integrations
  • Data Storage

Disclaimer: The pricing details were last updated on 12/03/2021 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Docupace pricing.

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Videos on Docupace

Docupace Overview
Docupace Overview
Docupace Pareto Setup
Pareto Intro

Docupace Screenshots

Desktop
Tablet
DOC Product CompCheck
Workflows
Doc Manage
Form Process
Desktop
Desktop
Tablet
DOC Product CompCheck
Workflows
Doc Manage
Form Process

Docupace FAQs

Yes, Docupace provides API.

Customers

Cetera
Cetera
Lincoln Investment
Lincoln Investment
Sec Americs
Sec Americs
Kestra
Kestra
Sigma
Sigma

Docupace Integration

eMoney
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98%
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DocuSign
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Disclaimer

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