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

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 1627 reference ratings
4.8/5.0 (1627)

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

  • "Anytime we’d run into bumps in the road, Docupace has been reactive to whatever our needs were.”

    Scott Jenkins Director of Information Technology

  • “Docupace allows advisors and staff to submit business in a simplified and secure way.”

    John Barragan Senior Vice President & Head of Strategic Operations
12 more testimonials currently locked

7 Case Studies

  • 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

  • The Legend Group - Customer Case Study

    Adam Pearce Certified Financial Planner
6 more case studies currently locked

6 Customer Videos

  • 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
  • Securities America Uses Advisor Transitions to Streamline Account Repapering
    Play Video
    Brian Strasser Vice President Branch Office Support & Development
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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