Docupace Pricing Overview

With Docupace, you can shrink processing times from days to minutes and significantly reduce NIGO submissions. All the forms you need are preloaded in the Docupace Platform. Pull in client data from your CRM or just start typing, then watch as that information automatically populates across all relevant forms. Meanwhile, Docupace scans everything for errors and inconsistencies. Sign the documents electronically, and you’re ready for submission.

The RIA Productivity Suite comes with several “out of the box” capabilities and integrations that meet the flexibility needs & simple-delivery requirements of the RIA market.

Docupace uses government-grade encryption and tools to help you maintain security and compliance. With Docupace, you can consolidate all of your firm’s books and records — physical and digital — in order to manage files quickly and confidently.

Docupace enables broker-dealers, RIAs, and advisors to save time, money, and effort with a cloud-based advisor transitions solution. Docupace uses a digital process that quickly pre-populates all new account paperwork and significantly reduces NIGOs.

With Compensation from Docupace, your back office can delight in the flexibility and range of calculation options regardless of how complex your payment structure may be. Let our powerful array of reporting tools help your firm understand payout trends, the types of products you sell, and more.

The Compliance TRACKR from Docupace delivers end-to-end processing, tracking, storage and audit functionality to meet all current disclosure requirements with a “digital first” mindset.

Arm your back office with rules-based alerts that meet your needs (because you write the rules). Plus, you can put important compliance processes on autopilot and arm employees with the exact documentation they’ll need when an auditor comes knocking.