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  • Docupace Platform

    Docupace Platform

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

    Platform Overview
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    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.

Contact Us
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Docupace Start: Reimagine the way you do business for wealth management.

Create a simple branded digital client onboarding experience for the back-office, advisors, and even clients.

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With Docupace Start, you can now use a simplified formless data entry workflow – backed by straight-through “paperless” processing – to enroll new clients and open a new account within minutes and without frustrations.

The Results: 

✓ Minimize NIGO’s due to validations and built-in business logic

✓ Helps advisors document and meet suitability and regulatory requirements in less time

✓ Seamlessly integrates eSignatures

✓ Successful submission of complex forms

✓ Smooth and efficient closing of deals

✓ Satisfied clients

✓ And more!

Get Your Copy

Ready to digitize your operations?

Get in touch with our expert team to learn how to get started.

The Platform

  • Platform Overview
  • Partners Integrations
  • Platform Overview
  • Partners Integrations

Solutions

  • Advisor Transitions
  • Compensation Management
  • Compliance TRACKR
  • Document Management
  • Hubly
  • New Account Opening
  • PreciseFP
  • RIA Productivity Suite
  • Surveillance and Compliance
  • Advisor Transitions
  • Compensation Management
  • Compliance TRACKR
  • Document Management
  • Hubly
  • New Account Opening
  • PreciseFP
  • RIA Productivity Suite
  • Surveillance and Compliance

Resources

  • Blog
  • News & Events
  • Glossary
  • eLearning & Documentation
  • Developer Resources
  • Client Case Studies
  • Blog
  • News & Events
  • Glossary
  • eLearning & Documentation
  • Developer Resources
  • Client Case Studies

Company

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  • Careers
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  • Security
  • Legal
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Nix the NIGOs

Download our guide to examine what it means to have NIGO documents, how it impacts advisors and clients, and what advisors can do to streamline processes and prevent NIGO errors.

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