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Docupace is the Single-Vendor, Straight-Through Processing Platform for All Your Back Office Needs.
What You Get With Docupace
Save Your Firm Time, Money and Stay Cybersecure
Docupace Technologies provides Broker-Dealers and financial advisors with easy to use business software to satisfy all your back office books and records Rule 17a-3 and Rule 17a-4 processing needs, delivered in one SEC and FINRA compliant platform. As a cyber security technology leader, Docupace also provides security services to ensure FINRA firms stay cyber compliant. The ePACS Productivity Suite is popular among financial services professionals because of its simplicity. All ePACS software integrates quickly and without hassle into any pre-existing system, and the results are almost immediate. Getting started is simple and straightforward, and account specialists are assigned at no extra charge to help you along the way.
ePACS Productivity Suite
ePACS is Straight-Through processing in a box, built for financial service firms. True Straight-Through processing means that all steps along the way are workflow-enabled, decreasing the likelihood of errors and delays.
As a cyber security technology leader, we provide services to ensure financial services firms stay cyber compliant. You too can benefit from our extensive cyber security best practices, infrastructure configurations, and cyber security policies and controls.
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The leverage and the scale that we gained from partnering with Docupace being very concerned about data and security for clients, the firm and also for advisors is exceptional.Kelly Knight
WATCH WHAT YOU GET WITH DOCUPACE
Wealth management technology provider FolioDynamix and financial services information technology company Docupace Technologies, LLC announced today a strategic relationship that will integrate two of the industry’s most innovative technologies to deliver a turn-key straight-through processing solution to the wealth management industry for new account openings.read more