PreciseFP
Hubly
Docupace Platform

Docupace Platform

A comprehensive, customizable solution for digitizing your wealth management operation and increasing efficiency, productivity, and profit.

Platform Overview

jPass Login

Partner Integrations

Advisor Transitions

Digital workflows make it possible to transition incoming advisors' books of business in as little as 30 days.

New Account Opening

New account opening and maintenance is simple with automatic data synchronization and compliance checks

Compensation Management

Build financial reports with comprehensive summaries that can be created with unlimited hierarchies.

Compliance TRACKR

Enable digital delivery to ensure clients receive RegBI (Form CRS), Form ADV and DOL Rule disclosures.

Document Management

Store records with a secure, cloud-based document management solution and always be prepared for an audit.

PreciseFP

Powerful automation, workflow, and operations management tools that enable seamless client engagement.

RIA Productivity Suite

Out of the box capabilities and integrations that meet the flexibility needs and simple-delivery requirements of the RIA market.

Surveillance and Compliance

Our Surveillance and Compliance solutions are the antidote to your challenges post-trade.
About

About Us

Docupace is a technology company built for the wealth management industry. We've been on a mission to eliminate paperwork since 2002.

Who We Are

News and Events

The latest Docupace headlines, plus information about upcoming conferences and webinars.

Careers

Want to work for an exciting, fast-growing company with excellent benefits? View our openings and apply.

Back Office Heroes Day

Learn more about National Back Office Heroes Day presented by Docupace.

Security & Compliance

Learn more about the initiatives that protect the Docupace Platform from cyber and regulatory risks.

Contact Us

Get started with the Docupace Platform or reach out to our sales, client support, or compliance support specialists.
Resources

Resources

Access product and solutions guides, whitepapers, success stories, datasheet, webinars, and more.

Resource Index

Blog

Stay up to date on the latest industry news and read insights from wealth management technology experts.

Webinars

Discover live and on-demand webinars to learn about our products, services, and industry trends.

Whitepapers

In-depth insights and research about the biggest topics in wealth management technology.

Developer API Portal

Unlock the power of our platform with our comprehensive API documentation. Join our developer community and start building amazing solutions.

eLearning & Documentation

Guides and videos to help you accomplish tasks in the Docupace system, plus release notes and glossary.

Case Studies

Telling the stories of our customers and the impact Docupace has had.

Salesforce

CRM

Salesforce, the global CRM leader, empowers companies of every size and industry to digitally transform and create a 360° view of their customers. For more information, visit salesforce.com.

Integration

A key integration for any Docupace client is direct connectivity between their CRM and Docupace. Docupace’s integration with Salesforce is one of a handful of integrations offered with industry leading CRMs.

Integration Benefits:

API integration for launching Docupace from CRM which:
- Reduces duplicate data entry between the two systems
- Improves advisor experience
Increases advisor efficiency by:
- Launching Docupace thru a single sign-on
  Automating the creation or matching on clients and client account folders within Docupace
- Automating the initiation of a new account work-item within Docupace
- Viewing of Docupace work-items with status from within Salesforce
- Viewing of Docupace client folder (Account Documents) from within Salesforce
Support for Salesforce Enterprise and Salesforce Financial Service Cloud
Customization available