Docupace
  • PreciseFP
  • RIA Productivity Suite
  • Docupace Platform

    • Docupace Platform

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

      Platform Overview
      jPass Login
      • Advisor Transitions

        Digital workflows make it possible to transition incoming advisors’ books of business in as little as 30 days.

      • Client Onboarding

        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 & simple-delivery requirements of the RIA market.

      • Surveillance and Compliance

        Our Surveillance and Compliance solutions are the antidote to your challenges, pre- and 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

      • Partner Integrations

        The Docupace Platform integrates with leading CRMs, esignature solutions, custodians, clearing houses, and more.

      • 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.

      • News & Events

        The latest Docupace headlines, plus information about upcoming conferences and webinars.

      • Datasheets

        Get detailed information about Docupace products, services, and partners

      • Webinars

        Discover on-demand webinars to learn about our products, services, and industry trends.

      • eLearning & Documentation

        Guides and videos to help you accomplish tasks in the Docupace system, plus release notes and glossary.

      • Whitepapers

        In-depth insights and research about the biggest topics in wealth management technology.

  • Contact Us

Legal Information and Policies

                       

                       

To speak with someone regarding any of the information presented on this page, please contact us below.

Contact Us
The Platform
  • Platform Overview
Solutions
  • Advisor Transitions
  • Client Onboarding
  • Compensation Management
  • Compliance TRACKR
  • Document Management
  • PreciseFP
  • RIA Productivity Suite
  • Surveillance and Compliance
Resources
  • Blog
  • News & Events
  • Glossary
  • eLearning & Documentation
Company
  • About
  • Contact
  • Careers
  • Back Office Hero Day
  • Security
  • Partner Integrations
  • Legal
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© Docupace Technologies 2023

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