# RIA Productivity Suite Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about RIA Productivity Suite Software - reviews, pricing plans, popular comparisons to other Client Onboarding products and more. Source: https://www.capterra.com/p/10020585/RIA-Productivity-Suite --- # RIA Productivity Suite Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) RIA Productivity Suite ## What is RIA Productivity Suite? RIA Productivity Suite from Docupace is a client onboarding and productivity designed to help registered investment advisors (RIAs) digitize and streamline their operations. The suite integrates CRM, workflow automation, simplified client onboarding, secure cloud document management, custodial forms, data validation, and an optimized delivery model. ## What is RIA Productivity Suite used for? [Client Onboarding](https://www.capterra.com/client-onboarding-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Contact vendor for pricing Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for RIA Productivity Suite?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.docupace.com&name=RIA Productivity Suite) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### RIA Productivity Suite 0.0 VS. [4.7 (738)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) Starting Price Contact vendor Starting Price $7 Per User, Per Year Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.8 (738) Value For Money 0.0 (0) Value For Money 4.7 (675) Customer Service 0.0 (0) Customer Service 4.5 (650) ## RIA Productivity Suite alternatives Highest Rated [4.9 (271)](https://www.capterra.com/p/144329/Time-To-Pet/reviews/) Starting price $50.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.7 (192)](https://www.capterra.com/p/143513/LearnWorlds/reviews/) Starting price $99.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [4.8 (49)](https://www.capterra.com/p/10019610/Motion-io/reviews/) Starting price $49.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.7 (127)](https://www.capterra.com/p/232772/Rocketlane/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars ## FAQs about RIA Productivity Suite Overview ### What company size and specific industries is RIA Productivity Suite built for? RIA Productivity Suite is designed for wealth management firms, broker-dealers, registered investment advisors, and financial advisors. The target audience is financial services organizations of varying sizes that need a tool suited to advisory and investment management workflows. Features and Usability ### What are the key features of RIA Productivity Suite? RIA Productivity Suite offers workflow management, client management, CRM, and onboarding for advisory operations, along with document management, electronic forms, and electronic signature for paperwork handling. It also includes compliance management, audit trail, alerts/notifications, single sign-on, API access, templates, customizable branding, and third-party integrations. Integrations ### Which third-party tools and platforms does RIA Productivity Suite integrate with? RIA Productivity Suite integrates with 10 third-party tools and platforms, including CRM and wealth management systems such as Redtail CRM, Wealthbox, SmartOffice, Salesforce CMS, Microsoft Dynamics GP, Orion, AdvisorEngine, and Envestnet | MoneyGuide. It also connects with Docusign, SIGNiX, FireLight, Fidelity, AnnuityNet, and Laser App. Getting Started and Support ### What training and onboarding options does RIA Productivity Suite offer? RIA Productivity Suite provides live online sessions, webinars, documentation, and videos for training and onboarding. Live online sessions and webinars support guided instruction, while documentation and videos give teams written and visual reference materials for self-paced learning and review. Getting Started and Support ### What customer support options does RIA Productivity Suite offer? RIA Productivity Suite provides Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, and Chat. No reviewer feedback on support is available here, so user experience details about response times, helpfulness, or common frustrations cannot be confirmed from the catalog data. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges API Application programming interface that allows for integration with other systems/databases Audit Trail A record of all activities within the system, including user access, changes made, etc. Client Management Manage contact details and communication with clients Compliance Management Track and manage adherence to policies for any service, product, process, or supplier CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system RIA Productivity Suite 15 features Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases A record of all activities within the system, including user access, changes made, etc. Manage contact details and communication with clients Track and manage adherence to policies for any service, product, process, or supplier Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Add customized logos and colors to align with company branding Store, manage, and track all electronic documents in a centralized location Digital forms that are shared and accessed online Digitally sign online documents Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service Allow users to access multiple services after entering their login credentials once Sample files or documents that could be customized as needed or used as is Set up connections to third-party platforms to improve business processes Create, design and manage workflows for repetitive tasks ## Pricing ## Integrations [ Docusign](https://www.capterra.com/p/121506/Docusign/)[ Wealthbox](https://www.capterra.com/p/175666/Wealthbox/)[ SIGNiX](https://www.capterra.com/p/103257/SIGNiX/)[ Redtail CRM](https://www.capterra.com/p/121349/RedTail-CRM/)[ AdvisorEngine](https://www.capterra.com/p/208919/AdvisorEngine/)[ Fidelity](https://www.capterra.com/p/160249/Fidelity/)[ Envestnet | MoneyGuide](https://www.capterra.com/p/210422/MoneyGuidePro/)[ Orion](https://www.capterra.com/p/10003784/Orion/) ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.