Docupace 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Docupace

5.0

(3)

Pricing

Pricing available upon request

About Docupace

The Docupace Platform is a software solution designed to digitize wealth management operations. It aims to increase efficiency, productivity, and profit for home offices, advisors, and investors in the wealth management industry. The platform provides paperless workflows that streamline business processes and eliminate paper-based tasks.

The Docupace Platform offers features to meet the needs of wealth management firms. It has a sophisticated workflow engine that automates compliance and business processes, ensuring standardization and data synchronization. The platform maintains FINRA/SEC compliance, protects sensitive personal information through encryption, and provides audit assistance. It also integrates with leading CRMs, financial planning software, data managers, e-signature platforms, clearing houses, and custodians.

Docupace's centralized document management solution stores and provides secure cloud-based access to all of a firm's records, meeting SEC regulations 17a-3 and 17a-4. The platform can be tailored to the specific needs and goals of each wealth management firm, with configurable solutions that leverage the most relevant features.

Docupace Screenshots

Docupace Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

Basic

Pricing available upon request

No plan information available

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Docupace Features

Popular features found in Enterprise Content Management
Access Controls/Permissions
Approval Process Control
Archiving & Retention
Content Management
Digital Asset Management
Electronic Signature
Full Text Search
Information Governance
Secure Data Storage
Single Sign On
Version Control
Workflow Management
More features of Docupace
Activity Dashboard
Activity Tracking
Alerts/Notifications
API
Audit Trail
Collaboration Tools
Compliance Management
Compliance Tracking
Configurable Workflow
CRM
Customizable Branding
Customizable Forms
Document Automation
Document Capture
Document Classification
Document Generation
Document Management
Document Review
Document Storage
Drag & Drop
File Conversion
File Management
File Recovery
File Sharing
Filtering
Forms Management
Metadata Management
Portfolio Management
Reporting/Analytics
Search/Filter
SSL Security
Task Management
Third-Party Integrations

Docupace Integrations

Wealthbox

Docusign

SIGNiX

Redtail CRM

AdvisorEngine

Orion

Docupace User Reviews

Overall Rating

5.0

Ratings Breakdown

100%

Secondary Ratings

Ease of Use

5.0

Value for money

4.5

Customer support

5.0

Functionality

5.0

Have you used Docupace and would like to share your experience with others?

Sabrina D.

Verified reviewer

Photography

Self-Employed

Used daily for free trial

Review source

Reviewed April 2021

Free and convenient

I havent had any. problems yet with this software

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Its a great software to use for all your document needs. I would recommend this app to small business owers.

Cons:

I havent seen anything i didnt like so far so good. This is a great document management software to use

Michael D.

Verified reviewer

Financial Services

5001-10000 employees

Used daily for more than 2 years

Review source

Reviewed February 2021

Easy document management

Great experience, changed my life for the better for sure.

Ratings Breakdown

Ease of use

Functionality

Pros:

Using docupace during a pandemic has been a godsend. Not having to see someone face to face to get a signature or have to travel to an office to get a file is amazing.

Cons:

Using docupace can be a bit confusing, once you learn it, you are good but isn't the most straight forward

Lyndon T.

Verified reviewer

Financial Services

2-10 employees

Used daily for more than 2 years

Review source

Reviewed April 2022

important asset