20 Years of Automating
Wealth Management
Docupace has spent the last 20 years growing into the revolutionary change of pace for wealth management it is today. Explore what has been achieved and what’s to come over the next 20 years.
Trust
Hundreds of firms and thousands of advisors put their trust in Docupace to increase productivity and profitability by automating the way front and back offices operate, communicate, and generate new business.
Stability
Since the launch of the Docupce Platform countless expansions and enhancements have been made to provide all true wealth management stakeholders the exact tools they need to perform their duties efficiently.
Growth
With recent acquisitions that include compliance and compensation solutions and an award-winning client onboarding platform, Docupace is rapidly growing to meet the evolving needs of the financial services industry.
Celebrate With Us
Watch our 20th Anniversary Virtual Celebration announcing this years Back Office Heroes award recipients and celebrating 20 years of automating wealth management.
20 Year History
Explore the historical milestones achieved by Docupace over the past 20 years.
2021 Year in Review
Dive into the metrics of a unique but extraordinary year for the financial wealth management industry.
Continue Learning
2021 at Docupace: Acquisitions, Growth, and Looking Ahead
Explore what happened in the last year and where the Docupace platform is headed in 2022 and beyond.
Michael Pinsker on Docupace’s 20th Anniversary
Reflect on the origin of Docupace and the noteworthy accomplishments experienced over the past 20 years.
A Message From David Knoch: The Future of Docupace
See how Docupace is elevating back office heroes and taking operational excellence to the next level.
Ready To Be Part of Our Next 20 Years?
From automating client onboarding, document management, advisor transitions, and beyond, we have a range of solutions for broker-dealers and RIAs looking to improve operations and reduce costs.