Docupace Technologies is a Los Angeles-based technology company that specializes in providing comprehensive and customizable solutions for digitizing wealth management operations. With a mission to eliminate paperwork since 2002, Docupace offers a suite of paperless tools designed to increase efficiency, productivity, and profit for wealth management professionals.
Their Docupace Platform offers a range of features including client onboarding, document management, compensation management, and compliance tracking. With powerful automation and workflow tools, Docupace enables seamless client engagement and meets the flexibility needs of the RIA market. Their solutions also include surveillance and compliance features to address challenges pre- and post-trade.
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