Docupace: The industry’s first web-based SEC/FINRA compliant paperless processing system
Docupace is an industry leader in delivering SEC/FINRA compliant paperless processing systems to financial services firms. Our document management and workflow solution simplifies the process of capturing, organizing, routing and accessing information.
Rapid Deployment
Docupace can convert your firm to a paperless environment faster than anyone in the industry.
Predictable Costs
ePACS pricing guarantees rapid ROI and provides the lowest Total Cost of Ownership (TCO) of any processing system on the market today.
Reliability
Docupace is a trusted SEC Third Party Download Provider. ePACS uptime and FINRA Disaster Recovery provide unparalleled service levels for our clients.
No Need for Upgrades
With no hardware, software or upgrades to purchase, our clients have the time and money to grow.
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Case Study
Williams Financial Group
Williams Financial Group, based in Dallas, Texas, is one of the fastest growing broker-dealers in the country (recently named to the Financial Planning shortlist of 50). One of their most compelling differentiators: the high-touch, extremely responsive service they provided to each of their 300+ Representatives. As they grew, that service became more of a challenge—and unwilling to compromise, WFG thought their only choice might be to increase home office staffing levels, at a high dollar cost. Learn more