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Document Management

The Most Secure Document Storage and Organization Solution for Wealth Management Firms

Our document management solutions for wealth management allow you to manage documents confidently in an SEC- and FINRA-compliant cloud environment.

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See How Docupace Empowers Secure, Effortless, and Compliant Document Handling

Other solutions don’t stack up.

Financial services document management is challenging. Going paperless is a must, but most cloud-based solutions don’t integrate with financial services software and could leave you open to SEC and FINRA compliance issues.

Ensure seamless integration with your software and stay compliant, while reducing costs and enhancing efficiency.

End filing and retrieving frustration.

Docupace uses government-grade encryption and tools to help you maintain security and compliance. With Docupace, you can consolidate all of your firm’s books and records — physical and digital — in order to manage files quickly and confidently.

  • Automatically organize and store all documents in a secure digital vault
  • Comply with rules 17a-3 and 17a-4
  • Leverage true cloud-based WORM storage
  • Assign roles and permissions to manage who has access to which records
  • Track user actions to identify suspicious activity
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Document Management Solutions for Financial Firms from Docupace

There’s power in paperless.

Untether yourself from your filing cabinets or local servers.

Work from anywhere with an internet connection and be confident that you’ll have access to the documents you need.

Be your auditor’s favorite firm.

Give SEC, FINRA, and state auditors access to all the records they need without delay, so you can satisfy their requirements and get back to business.

Manage books and records at minimal cost.

Reduce expenses associated with filing, records maintenance, data entry, and fines.

Ready to streamline your work?

Is your back office holding you back?

See how top firms are cutting costs, reducing friction, and turning operations into a growth engine.