Docupace is a technology company built for the financial services and wealth management industry. For over 15 years, we’ve dedicated our resources to solving the most frustrating and time-consuming problems that advisors, broker-dealers, and RIAs face on a daily basis.
We are based in Los Angeles, and our team is built from a diverse set of talents: software developers, technology leaders, compliance and security specialists, mathematicians, management experts, financial professionals, client services geniuses—they all come together to make us the leading universal workflow and document management automation software choice for financial service and wealth management firms and their advisors everywhere.
What We Do
By eliminating transactional paperwork and its associated costs, we make work easier for financial services professionals, and increase profit for their firms.
Our cloud-based, end-to-end software solution contains a suite of tools, workflows, integrations, and APIs that improve compliance, simplify audits, smooth personnel transitions, and more.
We also protect our clients from cyber security risks, with a full suite of security services tailored to the needs of financial services firms.