The Docupace Platform
Cut Costs. Increase Profitability. Future-Proof Your Practice.
Markets are unpredictable. Clients are anxious. Margins are tight. The most successful advisors are doubling down on efficiency by cutting costs, simplifying tech and gaining more control over their business.
Efficiency That Scales With You
Docupace helps you run your business smarter by reducing friction, simplifying day-to-day tasks and freeing up time to focus on what matters most: your clients.
Operate Smarter, With Full Visibility at Every Step
Whether you’re managing onboarding, compliance or client data, Docupace automates and organizes your workflows. That means fewer mistakes, fewer handoffs — and a lot less stress.
Keep Growing and Scaling, Without Adding More Complexity
Your business should be set up to grow. Docupace replaces patchwork systems with scalable tools that reduce overhead and support your goals, whether you’re expanding or planning succession.
See How Much You Could Save
Use our calculator to estimate your operational cost savings and uncover where automation can have the biggest impact.
From NIGOs to vendor fees to manual inefficiencies, it all adds up. This tool helps you calculate the true cost of inefficiency and where Docupace can help you win it back
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ASSUMPTIONS
Burden reduction: 65% Burden reduction is the expected efficiency rate when using the Docupace fully digital account opening system vs. traditional account opening.
NIGO Rate with Docupace: 8% Not In Good Order – The percentage of applications that do not get fully processed the first time due to errors or missing information.
DISCLAIMER
Docupace provides the Account Opening Value Calculator (“STP Savings Calculator”) as a service to help prospective customers analyze potential cost savings when leveraging the Docupace Suite. The estimates provided by the STP Savings Calculator are only provided as a guide to help you determine whether you desire to pursue further investigation of straight-through processing options with Docupace. STP Savings Calculator ONLY PROVIDES ESTIMATES. SUCH ESTIMATES ARE NOT A GUARANTEE OF COST SAVINGS. A NUMBER OF OTHER FACTORS MAY AFFECT YOUR ACTUAL COSTS AND SAVINGS, AND YOUR ACTUAL RESULTS MAY DIFFER.
One Platform. Zero Guesswork.
Docupace helps advisors streamline critical functions — from client onboarding to compliance — all in one secure, easy-to-use platform.
- End-to-end digital onboarding
- Centralized document management
- Compliance workflows and tracking
- Real-time dashboards
- Seamless integrations with leading CRM, planning, and custodian tools
Built to Support Advisors at Every Stage
From early growth to exit planning, Docupace helps you streamline what you have — and scale what comes next.
Save Without Sacrificing
Advisors using Docupace cut operational costs by up to 30% — while improving accuracy, speed and client service.
Simplify Your Stack
Ditch the vendor bloat. Docupace brings onboarding, compliance, workflow automation and reporting into one platform — reducing fees, complexity and busywork.
Keep Control, Gain Support
Maintain your independence without losing operational leverage. Docupace gives you scalable tools that support growth, transitions and day-to-day execution — without compromise.
Deliver Seamless Service
Faster onboarding, fewer errors and easier access to information. Docupace helps you create a client experience that earns trust and keeps assets sticky.
Build Enterprise Value
Looking ahead? Docupace gives you the systems, data integrity and scalability to boost your firm’s value, and make transition planning simple and stress-free.
A Smarter Back Office Starts Here
Ebook: The Cost of Operational Inertia
Learn how top firms are strengthening their back office, cutting costs and building operational systems that can scale through uncertainty.
Not sure where to start?
Book a no-obligation 20-minute strategy session with our team. We’ll walk through your current setup and highlight key opportunities to reduce costs and increase profitability.
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- Ashley Treangen
- Nora Gallegos
You're Closer Than You Think
Small changes in your operations can lead to big wins — lower costs, smoother workflows and more time for your clients. Docupace helps you get there faster, with less effort and more clarity.