As the saying goes, the only constant in life is change. At Docupace, we embrace that change—staying ahead of industry developments while delivering the best possible experience for our users. We believe the tools you use should evolve as your business does, which is why we’re excited to announce the launch of the new Docupace platform—our completely redesigned experience.
Meet the new Docupace: Built with you—the financial professional—in mind, it delivers a modern, intuitive, and intelligent experience. With this upgrade, users are empowered to work with real-time data and provide a higher level of service to their clients.
Why Now Is the Time to Bring on Docupace
Your clients expect you to lead with technology. With Docupace, you’re equipped to meet and exceed those expectations, giving back-office processors, managers, financial advisors, and wealth management assistants the tools they need to be fast, accurate, and compliant.
And it’s not just our perspective. Accenture found that 74% of CEOs believe technology is key to growth and a significant competitive advantage. When clients see you using modern technology to deliver a smooth omnichannel experience, it signals that your firm is forward-thinking—giving you an edge in an increasingly competitive marketplace.
Elevating the User Experience
For more than 20 years, Docupace has been at the forefront of innovation in financial services. We’ve helped Registered Investment Advisors (RIAs), broker-dealers, TAMPs, banks, and financial advisors simplify workflows, improve data management, and accurately submit, process, and communicate complex work items.
We’ve solved old problems in new ways, consistently delivering value to hundreds of thousands of professionals.
Fast-forward to today, and we’ve heard your feedback loud and clear. You need a platform that reflects your evolving needs and offers new ways to scale. The new Docupace platform isn’t just a cosmetic refresh—it’s a complete overhaul designed to deliver a top-tier experience for you and your clients.
What’s New? A Look Under the Hood
Here’s a sneak peek at the new and improved features you can expect:
- A Modern, Intuitive Interface: A sleek, intuitive design that’s easy on the eyes and easy to navigate, helping you complete day-to-day tasks faster and more efficiently.
- A Responsive, Customizable Dashboard: Get an instant overview of your work—or your team’s—with a layout you can personalize to match your workflow. Everything is just a few clicks away, from searching forms to uploading new ones.
- Top-Notch User Experience: Open new client accounts, integrate with other platforms, manage real-time data, and access updates you can easily share and discuss. Tasks that once required multiple steps are now wizard-driven—less typing, more doing.
- Real-Time Reporting Capabilities: Analyze user activity, track time spent at each process stage, and gain actionable insights through a library of prebuilt reports.
- Customizable Branding: Tailor the Docupace platform to reflect your brand identity, creating a cohesive experience that builds trust and inspires confidence.
- Fully Integrated Marketplace: With over 30+ integrations—including Redtail, NFS, Pershing, Salesforce, and PreciseFP—Docupace connects seamlessly with your existing tools for real-time data flow and automatic updates across systems.
- Tracking and Surveillance: All changes, additions, and deletions are logged through event-driven architecture, providing a comprehensive audit trail for compliance and oversight.
- Forms Management: Easily edit, create, and upload custom forms to your library, share them within the Docupace ecosystem, and block unwanted forms to ensure only approved documents are used.
Ready to Experience Docupace?
Docupace represents everything new in financial technology. It’s built to enhance your operations and client servicing—faster, smarter, and better than ever before.
Ready to get started with the new Docupace and take your reporting to the next level? Click here to learn more and schedule a discovery call.
