The Docupace Platform
Experience the New Standard in Financial Services with Docupace
The Docupace platform is designed to transform how you manage accounts, contacts, reporting, and integrations. With a modern, intuitive interface and powerful features, it streamlines workflows and gives you greater control to focus on what matters most — advising clients and growing their business.
Empowering Financial Professionals Like Never Before
Full Control of Your Operations
The Docupace platform gives financial professionals — especially admins — full autonomy to act on real-time data. Instantly access actionable insights from live reports, empowering you to make informed decisions without relying on support teams. This is operational control, redefined.
Intuitive, User-Centric Design
With streamlined workflows and a customizable dashboard, the Docupace platform adapts to your firm’s exact needs. Easy to use and fast, it simplifies task management, improves data accuracy, and supports flexible operations.
Complete Integration Hub and Marketplace for Efficient Process Management
Your firm needs tools that streamline your work, not complicate it. The Docupace platform integrates seamlessly with your wealthtech stack, saving your advisors time and reducing errors.
Discover how the new Docupace platform can future-proof your financial operations.
- Personalize your workspace with customizable dashboards.
- Simplify account management through intuitive, error-free onboarding.
- Take control with flexible branding, integration, and settings management.
- Access real-time insights for instant monitoring of metrics and tasks.
- Integrate smoothly with your current tools for a unified workflow.
Powerful New Features to Supercharge Your Financial Operations
Simple Platform Setup
With an intuitive user experience, minimal learning curve and built-in navigation means you quickly reduce friction and increase satisfaction. Go from pain point to progress faster than ever, without waiting months for a site buildout.
Streamlined Account Opening and Maintenance
Opening new client accounts and maintaining them has never been easier. Docupace’s intuitive process minimizes errors and accelerates account creation, allowing you to manage clients with precision and efficiency, all while reducing the need for customer support.
Seamless Integration
Docupace’s comprehensive integration hub ensures consistent and bi-directional connections with other major tools, creating a unified network for your data to flow through. The self-service capability of the new integration marketplace empowers you to customize your work experience, enhancing operational efficiency without relying heavily on Docupace support.
Real-Time Workflow Tracking and Reporting
Stay on top of your tasks with Docupace’s real-time work item tracking. The Docupace platform simplifies task management, making it easier for users and managers to monitor progress and ensure that everything is completed on time – providing a big boost to your team’s overall productivity.
Easily Track Work Progress
Real-time tracking simplifies task management and boosts productivity. With full control over how tasks are monitored, users stay on top of their workload. Ensure nothing is overlooked, so you can focus on higher-value work.
Configure to Match Your Brand
Reflect your brand’s identity with Docupace’s customizable themes. The platform’s flexible, scalable design allows admins to adjust the interface to match your business branding, providing a personalized experience that aligns with your unique brand image.
Experience the New Standard in Financial Services
With these powerful updates, Docupace elevates your operations. Take control, improve efficiency, and empower your team with the tools they need to succeed in today’s fast-paced financial landscape.
Built with Your Feedback
Designed with user feedback in collaboration with a world-class design agency, it's built to empower your financial operations.
Slide between the old and new platform by clicking and dragging the arrows in the middle to see the full transformation.
Experience the Docupace Platform
Discover how our reimagined platform streamlines workflows, boosts efficiency, and drives success for wealth management professionals.
Ready to Experience the Future of
Wealth Management?
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