Docupace is a leading digital operations technology provider that simplifies how wealth management firms process and digitize data, increasing efficiency, productivity, and profits. With the secure, cloud-based Docupace Platform, the Docupace team provides a suite of digital solutions that helps broker-dealers, RIAs, and their advisors streamline and automate client onboarding, document management, advisor transitions, Regulation BI, cybersecurity, and other critical workflows while maintaining SEC and FINRA compliance.
Docupace Technologies
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0.04
Overall Excellence Rating
Industry
Information TechnologyCategory
Computer Hardware DevelopmentESG/Ethical Impact
Docupace has demonstrated a commitment to sustainability within the financial technology sector. By offering digital solutions that streamline document management and reduce paper usage, the company has contributed to lower resource consumption and a decreased environmental footprint. This aligns with the growing emphasis on eco-friendly practices within the business landscape. From a social perspective, Docupace’s impact is evident in its role in transforming the financial services industry. The company’s technology solutions have enabled financial advisors to enhance client experiences through secure digital document processes, making transactions more efficient and convenient. This approach not only supports client needs but also underscores Docupace’s commitment to advancing the industry through technological innovation.
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Awards Received
2023
Revenues
15800000.00
Website Traffic
Employee Rating
3.40
Customer Rating
1.00
Company Size
100-1000
ESG Risk Rating
3.00
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