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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 1834 reference ratings
4.8/5.0 (1834)

13Testimonials

  • “Before I would keep hard copies here, just because I couldn’t see what we submitted on the Broker-Dealer side, Now I can go into Docupace, access our digital client file …

    Zarefa Marini Administrative Assistant supporting James P. Maher, JD, CSSC

  • “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

  • “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
12 more testimonials currently locked

7 Case Studies

  • The Legend Group - Customer Case Study

    Adam Pearce Certified Financial Planner

  • Maher Financial Group - Customer Case Study

    Zarefa Marini Administrative Assistant supporting James P. Maher, JD, CSSC

  • NettWorth Financial Group - Customer Case Study

    Tricia Sullens Compliance Director
6 more case studies currently locked

6 Customer Videos

  • National Life Group - Customer Success Story (Bob Earle - National Life Group)
    Play Video
    Bob Earle National Life Group
  • Securities America Uses Advisor Transitions to Streamline Account Repapering
    Play Video
    Brian Strasser Vice President Branch Office Support & Development
  • 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.

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