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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

jPass Login

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.

Docupace News & Events

Get the latest updates and stay connected with Docupace through our sponsored news and special events.

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Docupace Unveils Strategic Vision Charting the Future of AI in Wealth Management

August 26, 2025 at 6:59 am

Holmdel, NEW JERSEY – August 26, 2025 – Docupace, the premier provider of back-office software to streamline operations of wealth management enterprises and financial advisors...

Docupace Named to CNBC World’s Top Fintech Companies 2025 List

July 16, 2025 at 10:44 am

Holmdel, NEW JERSEY – July 16, 2025 – Docupace, the premier provider of back-office software to streamline operations of wealth management enterprises and financial advisors, ...

Want to Learn How Docupace Can Work for You?

Schedule a Demo

Docupace Platform

Advisor Transitions

New Account Opening

Compensation Management

Compliance TRACKR

Document Management

PreciseFP

RIA Productivity Suite

Surveillance and Compliance

About Us

News and Events

Careers

Back Office Heroes Day

Security & Compliance

Contact Us

Resources

Blog

Webinars

Whitepapers

Developer API Portal

eLearning & Documentation

Case Studies

Docupace News & Events

Docupace Unveils Strategic Vision Charting the Future of AI in Wealth Management

Docupace Named to CNBC World’s Top Fintech Companies 2025 List

Want to Learn How Docupace Can Work for You?

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