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Docupace

Software Development

Specialities :
Web-based
Imaging
Document management
Workflow
Saas

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
51 - 200
About Us
Org Charts
Employees
Buyer Intent
Tech Stack
Jobs

Frequently Asked Questions About Docupace

What does Docupace do?+

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...

What are Docupace's specialties? +

Web-based,imaging,document management,workflow,saas,straight thru processing,client onboarding,advisor transitions,cybersecurity,e-signature,regulation bi,and new account opening

What is Docupace's industry? +

Docupace operates in the Software development industry.

What is Docupace's revenue? +

Docupace's revenue is 11m - 100m

What is Docupace's company size? +

Docupace has 51 - 200 employees.

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