# 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/pricing

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# 

 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)[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/)

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Contact vendor  
for pricing

Free trial  
not available

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## 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 (100)](https://www.capterra.com/p/268615/Clientary/reviews/)

Starting Price

Contact vendor

Starting Price

$19

Flat Rate, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

0.0 (0)

Ease Of Use

4.6 (100)

Value For Money

0.0 (0)

Value For Money

4.6 (95)

Customer Service

0.0 (0)

Customer Service

4.6 (93)

## RIA Productivity Suite alternatives

[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

[4.7 (648)](https://www.capterra.com/p/135004/Process-Street/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

Highest Rated

[4.9 (271)](https://www.capterra.com/p/144329/Time-To-Pet/reviews/)

Starting price

$25.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

## 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

### Starting price

Contact vendor  
for pricing

Free trial  
not available

## 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

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