Docupace is a leading digital operations technology provider that simplifies how wealth management firms process and digitize data, increasing efficiency, productivity, and profits. With the secure, cloud-based Docupace Platform, the Docupace team provides a suite of digital solutions that helps broker-dealers, RIAs, and their advisors streamline and automate client onboarding, document management, advisor transitions, Regulation BI, cybersecurity, and other critical workflows while maintaining SEC and FINRA compliance.
With headquarters in Holmdel, New Jersey, Docupace is proud to serve a variety of firms, including some of the largest in the financial services industry, through a combination of proven technology and hands-on service.
Company Details
- Employees
- 146
- Founded
- -
- Address
- 101 Crawford Corner Road,
- Industry
- Software Development
- NAICS
-
Software Publishers
- Website
- https://docupace.com/
- Keywords
- web-based, imaging, document management, workflow, saas, straight thru processing, client onboarding, advisor transitions, cybersecurity, e-signature, Regulation BI, new account opening.
- HQ
- Holmdel, NJ
Docupace Questions
Docupace's website is https://docupace.com/
Docupace's LinkedIn profile is https://www.linkedin.com/company/docupace-technologies
Docupace has
146 employees.
View email and phone details for 146
employees at Docupace.
Docupace's industry is
Software Development
Docupace's top competitors are
Practifi,
Orion,
Docuspace.io,
Salesforce,
Nitrogen,
Precisefp,
Envestnet,
Emoney Advisor,
Genstar Capital,
Hubly Inc.
Docupace's categories are Software Development
Docupace's founding year is 2002
