---
description: Review of Docupace Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Docupace | Reviews, Pricing & Demos - SoftwareAdvice GB
---

Breadcrumb: [Home](/) > [Investment Management Software](/directory/4566/investment-management/software) > [Docupace](/software/450120/Docupace)

# Docupace

Canonical: https://www.softwareadvice.co.uk/software/450120/Docupace

> The Docupace Platform is a software solution designed to digitize wealth management operations. It aims to increase efficiency, productivity, and profit for home offices, advisors, and investors in the wealth management industry. The platform provides paperless workflows that streamline business processes and eliminate paper-based tasks.

The Docupace Platform offers features to meet the needs of wealth management firms. It has a sophisticated workflow engine that automates compliance and business processes, ensuring standardization and data synchronization. The platform maintains FINRA/SEC compliance, protects sensitive personal information through encryption, and provides audit assistance. It also integrates with leading CRMs, financial planning software, data managers, e-signature platforms, clearing houses, and custodians.

Docupace's centralized document management solution stores and provides secure cloud-based access to all of a firm's records, meeting SEC regulations 17a-3 and 17a-4. The platform can be tailored to the specific needs and goals of each wealth management firm, with configurable solutions that leverage the most relevant features.
> 
> Verdict: Rated **5.0/5** by 3 users. Top-rated for **Likelihood to recommend**.

-----

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **5.0/5** | 3 Reviews |
| Ease of Use | 5.0/5 | Based on overall reviews |
| Customer Support | 5.0/5 | Based on overall reviews |
| Value for Money | 4.5/5 | Based on overall reviews |
| Features | 5.0/5 | Based on overall reviews |
| Recommendation percentage | 90% | (9/10 Likelihood to recommend) |

## About the vendor

- **Company**: Docupace
- **Founded**: 2005

## Commercial Context

- **Pricing model**: Per Feature
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Approval Process Control
- Archiving & Retention
- Audit Trail
- CRM
- Collaboration Tools
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Customisable Branding
- Customisable Forms
- Digital Asset Management
- Document Automation
- Document Capture
- Document Classification
- Document Generation

## Integrations (11 total)

- AdvisorEngine
- AnnuityNet
- Docusign
- Envestnet | MoneyGuide
- Fidelity
- FireLight
- Laser App
- Orion
- Redtail CRM
- SIGNiX
- Wealthbox

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- Chat

## Category

- [Investment Management Software](https://www.softwareadvice.co.uk/directory/4566/investment-management/software)

## Related Categories

- [Investment Management Software](https://www.softwareadvice.co.uk/directory/4566/investment-management/software)
- [Financial Services Software](https://www.softwareadvice.co.uk/directory/4356/financial-services/software)
- [Enterprise Content Management Software](https://www.softwareadvice.co.uk/directory/3485/enterprise-content-management-system/software)
- [Document Management Software](https://www.softwareadvice.co.uk/directory/722/document-management/software)

## Alternatives

1. [Wrike](https://www.softwareadvice.co.uk/software/3777/wrike-pm) — 4.4/5 (2887 reviews)
2. [OnBase](https://www.softwareadvice.co.uk/software/6077/onbase) — 4.3/5 (79 reviews)
3. [OrangeDAM](https://www.softwareadvice.co.uk/software/342079/cortex) — 4.8/5 (10 reviews)
4. [Acquia DAM (Widen)](https://www.softwareadvice.co.uk/software/102491/widen-collective) — 4.4/5 (323 reviews)
5. [Airtable](https://www.softwareadvice.co.uk/software/205546/airtable) — 4.6/5 (2222 reviews)

## Reviews

### "Free and convenient" — 5.0/5

> **Sabrina** | *8 April 2021* | Photography | Recommendation rating: 9.0/10
> 
> **Pros**: Its a great software to use for all your document needs. I would recommend this app to small business owers.
> 
> **Cons**: I havent seen anything i didnt like so far so good. This is a great document management software to use
> 
> I havent had any.   problems yet with this software

-----

### "Easy document management" — 5.0/5

> **Michael** | *13 February 2021* | Financial Services | Recommendation rating: 10.0/10
> 
> **Pros**: Using docupace during a pandemic has been a godsend.   Not having to see someone face to face to get a signature or have to travel to an office to get a file is amazing.
> 
> **Cons**: Using docupace can be a bit confusing, once you learn it, you are good but isn't the most straight forward
> 
> Great experience, changed my life for the better for sure.

-----

### "important asset" — 5.0/5

> **Lyndon** | *18 April 2022* | Financial Services | Recommendation rating: 8.0/10
> 
> **Pros**: ease of use, compatability, and the wide range in functions
> 
> **Cons**: need a better integration portal with other software, that is easy to use
> 
> very solid, used for several years.  a critical element of the practice

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/450120/Docupace)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/product/450120-Docupace/> |
| en-AU | <https://www.softwareadvice.com.au/software/450120/Docupace> |
| en-GB | <https://www.softwareadvice.co.uk/software/450120/Docupace> |
| en-IE | <https://www.softwareadvice.ie/software/450120/Docupace> |
| en-NZ | <https://www.softwareadvice.co.nz/software/450120/Docupace> |

-----

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