Docupace

Docupace is a digital operations platform, to compliant unified workflow and document management automation solution for the financial services industry.

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7.0/10 (Expert Score) ★★★★★
Product is rated as #89 in category Business Process Management Software
Ease of use
Support
Ease of Setup

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 with less manual work and dramatically reduce NIGO rates. Store your documents in a secure cloud-based vault and always be prepared for an audit. Empower incoming financial advisors to transition their book of business in as little as 30 days. And improve your workflow and boost your efficiency and productivity by connecting to our integrations.

Docupace
Docupace

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Customer Reviews

Docupace Reviews

Internal Consultant in Investment Management

Advanced user of Docupace
★★★★★
Docupace

What do you like best?

It is a helpful platform in regards to submitting new applications. It is nice that everything is legible, you can do e-sign, etc.

What do you dislike?

It takes time to learn the platform. But this is true with any new platform.

Recommendations to others considering the product:

It requires multiple steps to get what you need. I belive there may be other programs that are not as complex.

What problems are you solving with the product? What benefits have you realized?

We are solving issues with customers not knowing which forms are needed with each application. Docupace elimintaes the guess work out of that by providing all the forms needed for the specific account they are looking to open.

Review source: G2.com

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