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 * PreciseFP
 * RIA Productivity Suite
 * Docupace Platform
   
   
   DOCUPACE PLATFORM
   
   A comprehensive, customizable solution for digitizing your wealth management
   operation and increasing efficiency, productivity, and profit.
   
   Platform Overview
   jPass Login
    * Advisor Transitions
      
      Digital workflows make it possible to transition incoming advisors’ books
      of business in as little as 30 days.
   
    * Client Onboarding
      
      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 & simple-delivery requirements of the RIA market.
   
    * Surveillance and Compliance
      
      Our Surveillance and Compliance solutions are the antidote to your
      challenges, pre- and 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
   
    * Partner Integrations
      
      The Docupace Platform integrates with leading CRMs, esignature solutions,
      custodians, clearing houses, and more.
   
    * 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.
   
    * News & Events
      
      The latest Docupace headlines, plus information about upcoming conferences
      and webinars.
   
    * Datasheets
      
      Get detailed information about Docupace products, services, and partners
   
    * Webinars
      
      Discover on-demand webinars to learn about our products, services, and
      industry trends.
   
    * eLearning & Documentation
      
      Guides and videos to help you accomplish tasks in the Docupace system,
      plus release notes and glossary.
   
    * Whitepapers
      
      In-depth insights and research about the biggest topics in wealth
      management technology.
 * Contact Us


A REVOLUTIONARY CHANGE OF PACE FOR WEALTH MANAGEMENT

Grow your productivity and profitability with the Docupace Platform by
automating the way front and back offices operate, communicate, and generate new
business.
Explore Docupace


A COMPREHENSIVE, CUSTOMIZABLE
DIGITAL OPERATIONS SOLUTION

The Docupace Platform is a suite of paperless tools designed to help you
complete your work faster, more securely, and with fewer errors.


ONBOARD NEW CLIENTS FASTER

Onboard new clients faster with less manual work and dramatically reduce NIGO
rates.

Learn More



STORE YOUR DOCUMENTS SECURELY

Store your documents in a secure cloud-based vault and always be prepared for an
audit.

Learn More



EMPOWER INCOMING ADVISORS

Empower incoming financial advisors to transition their book of business in as
little as 30 days.

Learn More



ADDITIONAL SOLUTIONS

Onboard advisors, review advertisements, take advantage of alternative
investments, and more.

Learn More



CALCULATE YOUR SAVINGS

How much could you save when you use Docupace for client onboarding?
How many minutes do you, or your assistant, spend processing each application?
40
What is the average hourly rate? ($)
$35
What is your NIGO rate? (%)
30%
How many applications do you process each month?
250
Your current annual processing cost
$ 91,000
Annual savings with Docupace
$ 64,540
Saved over 5 years with Docupace
$ 322,700
Request Demo
Assumptions
Assumptions

Burden reduction: 65%
Burden reduction is the expected efficiency rate when using the Docupace fully
digital account opening system vs. traditional account opening.

NIGO Rate with Docupace: 8%
Not In Good Order – The percentage of applications that do not get fully
processed the first time due to errors or missing information.

 

Disclaimer
Disclaimer

Docupace provides the Account Opening Value Calculator (“STP Savings
Calculator”) as a service to help prospective customers analyze potential cost
savings when leveraging the Docupace Suite. The estimates provided by the STP
Savings Calculator are only provided as a guide to help you determine whether
you desire to pursue further investigation of straight-through processing
options with Docupace. STP Savings Calculator ONLY PROVIDES ESTIMATES. SUCH
ESTIMATES ARE NOT A GUARANTEE OF COST SAVINGS. A NUMBER OF OTHER FACTORS MAY
AFFECT YOUR ACTUAL COSTS AND SAVINGS, AND YOUR ACTUAL RESULTS MAY DIFFER.




CENTRALIZED CONTROL FROM ANY OFFICE

With a centralized and secured cloud-based platform for managing documents and
processing paperwork, broker-dealers and RIAs can eliminate the frustrating
communications breakdowns that occur between advisors, home offices, and
regional locations.

Using the Docupace Platform, advisors can track their business as it’s being
processed, reducing the need for home office personnel to answer their
questions. Plus, Docupace can be accessed securely from any device.

Learn More


SPECIAL REPORT


10 TAKEAWAYS FROM A CHANGING RIA INDUSTRY

RIA megatrends for 2023 fall into two main categories: scale and growth. With
those themes in mind, read the guide to discover 10 trends to watch for 2023.

Start Reading


READY TO TRANSFORM YOUR OPERATIONS?

Schedule a Discovery Call

THE PLATFORM

 * Platform Overview

SOLUTIONS

 * Advisor Transitions
 * Client Onboarding
 * Compensation Management
 * Compliance TRACKR
 * Document Management
 * PreciseFP
 * RIA Productivity Suite
 * Surveillance and Compliance

RESOURCES

 * Blog
 * News & Events
 * Glossary
 * eLearning & Documentation

COMPANY

 * About
 * Contact
 * Careers
 * Back Office Hero Day
 * Security
 * Partner Integrations
 * Legal

RECEIVE NEWSLETTER UPDATES



© Docupace Technologies 2023

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