Data Room


Docupace’s Data Room provides unprecedented security, compliance, version control, and access permission tracking. Data Room is ideal for major transactions involving multiple parties, such as mergers and acquisitions, large projects and contract negotiations. Data Room allows for highly customizable access rights and auditability, so you can restrict access to sensitive or compartmentalized documents and data to authorized users only.

Docupace’s secure cloud infrastructure delivers a collaborative platform that enables a group of people to efficiently manage, access and update secure documents.

Good for the Broker-Dealer and RIA

  • Securely share documents with custom control over access level
  • Track document versions electronically
  • Enable secure and compliant collaboration
  • Great for financial documents, HR documents, procurement, and books and records-management
  • Eliminate lost or misplaced documents
  • Gain hands-on professional assistance and a hassle-free process
  • Attach notes and rich data indexing to documents
  • Creates a virtual work room where users can access documents anytime, anywhere