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Docupace Technologies

Read 13 Docupace Technologies reviews and testimonials from customers, explore 7 case studies and customer success stories, and watch 6 customer videos to see why companies chose Docupace Technologies as their Wealth Management Software

Docupace Technologies is the premier provider of secure and compliant electronic processing solutions for financial services firms and their advisors. The company created and implemented the industry's first Web-based, SEC/FINRA compliant Straight-thru-Processing (STP) platform. Driven by increased levels of competition, privacy issues, document protection and government regulation, industry-leading firms are adopting the company’s solutions in order to sustain profitability and audit-risk assurance.

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  • 13 Testimonials View
  • 7 Case Studies View
  • 6 Customer Videos View
Customer Rating Review Score based on 1806 reference ratings
4.8/5.0 (1806)

13Testimonials

  • “Now, the service reps will go in, they set up the account, and they’re able to send the package to the client for an e-signature in a few clicks, Then …

    Scott Montes Branch Office Supervisor

  • “The clear choice was Docupace. We wanted a system that could provide a better way to store and access documents; create a disaster recovery capability for documents and data; reduce …

    Tricia Sullens Compliance Director

  • “The best thing in the Docupace relationship is that we have a partner to go to, to work with, to resolve issues, and to make our processing even better.”

    Briget McNamara-Fenesy President and Chief Executive Officer
12 more testimonials currently locked

7 Case Studies

  • Wallace Wealth Management - Customer Case Study

    Scott Wallace President

  • Vanderbilt Financial Group Uses Docupace to Accomplish a Mission of Sustainability

    Kerim Tulun Certified Financial Planner

  • NettWorth Financial Group - Customer Case Study

    Tricia Sullens Compliance Director
6 more case studies currently locked

6 Customer Videos

  • Cetera Works with Docupace to Solve Workflow Automation
    Play Video
    John Barragan Senior Vice President & Head of Strategic Operations
  • Vanderbilt Financial Group Uses Docupace to Accomplish a Mission of Sustainability
    Play Video
    Steve Distante Chief Executive Officer and Chief Entrepreneurial Officer
  • Docupace Partnered with Mary Kate Van Sickle to Improve Back-Office Efficiencies Watch later Share
    Play Video
    Mary Kate Van Sickle Director of Operations
5 more videos currently locked

Additional Docupace Technologies Information & Resources

Read Docupace Technologies Reviews, Testimonials & Customer References from 13 real Docupace Technologies customers.

Browse Docupace Technologies Case Studies, Customer Success Stories, & Customer References from 7 businesses that use Docupace Technologies.

Watch Docupace Technologies Customer Videos to learn why 6 businesses chose Docupace Technologies.

FeaturedCustomers has 2,068,098+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.