0

Users on the Platform

0

Documents Stored

0

Total Work Items Processed

About 65,663 items each work day

1.6 %

NIGO rate

Industry NIGO rates typically range from 25-50%. At Docupace, we get firms to a single digit NIGO rate.

0

Accounts Opened

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0

Electronic Documents Processed & Delivered

0

eSign Transactions

0

Total Hours Saved Processing Paperwork Electronically Using Docupace Platform Vs. Manually

Or 1,924,788,660 minutes saved!

Disclosures Delivered (TRACKR)
50000
$ 200000

Estimated Client Savings Due to Electronic Delivery of Disclosures Through Compliance TRACKR Solution to Offset Cost of e-sign Delivery

Total Advisors, Accounts
and Documents Transitioned

Advisors
0
Accounts
0
Documents
0

BY THE NUMBERS

2000

Total Client Accounts

2000

Data Elements that Did Not Have to be Manually Captured or Rekeyed

2000

Number of Times Datasets Were Moved Between Integrated Applications

2000

Financial Planning Hours Saved

$ 2000

Practice Management Dollars Saved

HAS ENTERED THE CHAT

Acquired by Docupace in March of 2025, Hubly brings workflow automation to the fastest growing RIA firms.

2000

Workflow Templates

1000

Completed Workflows

500

Data Form Templates

1000

Completed Data Forms

500000

Completed Tasks

That's Over 10,000 Per Day!

Ready to see where Docupace can take you?

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Transitions don’t have to create chaos.

With the right processes, support systems and digital tools in place, firms can simplify onboarding, reduce paperwork and keep clients confident throughout the move.