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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 Document Automation

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 1733 reference ratings
4.8/5.0 (1733)

13Testimonials

  • “Had we prepared the paperwork to transition clients ourselves, we probably would have had a higher NIGO rate, requiring follow-up communications with our clients to get the paperwork in good …

    Steve Hill CPA Financial Advisor

  • “It’s very important that Vanderbilt specializes in sustainability and impact investing, Investors are becoming more and more aware of where they invest. I think millennials have really decided that they …

    Kerim Tulun Certified Financial Planner

  • “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
12 more testimonials currently locked

7 Case Studies

  • NettWorth Financial Group - Customer Case Study

    Tricia Sullens Compliance Director

  • Securities America Uses Advisor Transitions to Streamline Account Repapering

    Steve Hill CPA Financial Advisor

  • Wallace Wealth Management - Customer Case Study

    Scott Wallace President
6 more case studies currently locked

6 Customer Videos

  • Cetera Works with Docupace to Solve Workflow Automation
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    John Barragan Senior Vice President & Head of Strategic Operations
  • M Holding Securities Customized an End-to-End Paperless Solution Using Docupace
    Play Video
    Briget McNamara-Fenesy President and Chief Executive 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 1,930,615+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.