A comprehensive, customizable solution for digitizing your wealth management operation and increasing efficiency, productivity, and profit.
In May 2021, Docupace acquired jaccomo, the industry’s premier compliance, data integration, financial reporting, and advisor compensation accounting system. By combining jaccomo’s data-centric capabilities with the Docupace Platform’s powerful automation, workflow, and digital processing tools, we create a centralized source for execution excellence across wealth management.
Today’s tools are only as good as the integrations they support. Fortunately, Docupace integrates seamlessly with dozens of tools that your back office operations already rely on.
Docupace is a technology company built for the wealth management industry. We've been on a mission to eliminate paperwork since 2002.
Learn more about National Back Office Heroes Day presented by Docupace.
Learn more about the initiatives that protect the Docupace Platform from cyber and regulatory risks.
Explore the Docupace Resource Center for valuable insights and tools designed for financial services and wealth management professionals.
A comprehensive, customizable solution for digitizing your wealth management operation and increasing efficiency, productivity, and profit.
Unlock the power of our platform with our comprehensive API documentation. Join our developer community and start building amazing solutions.
Last Updated: March 10, 2026
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With the right processes, support systems and digital tools in place, firms can simplify onboarding, reduce paperwork and keep clients confident throughout the move.