--- title: "Docupace Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Docupace Software - reviews, pricing plans, popular comparisons to other Enterprise Content Management products and more." source_url: "https://www.capterra.com/p/211689/Docupace/" page_type: "product" language: "en" --- # Docupace Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 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)[Reviews](#reviews) Docupace ## What is Docupace? 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 Docupace used for? [Enterprise Content Management](https://www.capterra.com/enterprise-content-management-software/)[Document Management](https://www.capterra.com/document-management-software/)[Form Builder](https://www.capterra.com/form-builder-software/) Top alternative Featured Overall rating Based on 3 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial not available 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... ## Docupace Overview Updated September 2026 AI summary Docupace provides businesses of all sizes with cloud-based tools for document and enterprise content management, offering features such as access controls, workflow automation, version control, and electronic signatures. With options for audit trails, compliance management, customizable workflows, and integrations, it supports organizations seeking secure document storage, collaboration, and information governance within a web-based environment. ## 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. ### Docupace 5.0 (3) VS. [4.5 (1,260)](https://www.capterra.com/p/131735/PandaDoc/reviews/) Starting Price Contact vendor Starting Price $19 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (3) Ease Of Use 4.4 (2,688) Value For Money 4.5 (2) Value For Money 4.3 (1,975) Customer Service 5.0 (2) Customer Service 4.3 (2,129) ## Docupace alternatives [Wrike](https://www.capterra.com/p/76113/Wrike/) [4.4 (3,040)](https://www.capterra.com/p/76113/Wrike/reviews/) Starting price $10.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/76113/Wrike/) [OnBase](https://www.capterra.com/p/62208/OnBase/) [4.3 (79)](https://www.capterra.com/p/62208/OnBase/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 84% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/62208/OnBase/) [Acquia DAM (Widen)](https://www.capterra.com/p/76774/Widen-Collective/) [4.4 (323)](https://www.capterra.com/p/76774/Widen-Collective/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/76774/Widen-Collective/) Highest Rated [OrangeDAM](https://www.capterra.com/p/81311/Cortex/) [4.8 (10)](https://www.capterra.com/p/81311/Cortex/reviews/) Starting price $60000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/81311/Cortex/) [View all alternatives](https://www.capterra.com/p/211689/Docupace/alternatives/) ## FAQs about Docupace Overview ### What company size and specific industries is Docupace built for? Docupace is designed for wealth management firms, broker-dealers, RIAs, and financial advisors. The target audience includes financial services organizations of varying sizes, especially firms that manage advisory, brokerage, and wealth management operations. Features and Usability ### What are the key features of Docupace? Docupace offers document management and document automation features such as document capture, document classification, document generation, file conversion, and version control. It also includes workflow management, approval process control, electronic signature, access controls/permissions, audit trail, compliance management, reporting/analytics, and third-party integrations. Integrations ### Which third-party tools and platforms does Docupace integrate with? Docupace integrates with 10 third-party tools and platforms, including AdvisorEngine, AnnuityNet, Docusign, Envestnet | MoneyGuide, Fidelity, FireLight, Laser App, Orion, Redtail CRM, SIGNiX, and Wealthbox CRM. These integrations cover advisor technology, e-signature, financial planning, and CRM connections. Getting Started and Support ### What training and onboarding options does Docupace offer? Docupace provides in-person training, live online sessions, webinars, documentation, and videos to help teams get started. In-person and live online formats support guided instruction, webinars cover group learning, documentation offers written reference material, and videos provide self-paced viewing for common tasks and feature reviews. Getting Started and Support ### What customer support options does Docupace offer? Docupace offers email/help desk, FAQ/forum, knowledge base, phone support, and chat. Support is organized through self-service articles and direct contact channels, giving users multiple ways to get help when needed. ## Features AI summary Based on 370 Enterprise Content Management reviews Capterra data shows that buyers of enterprise content management software rank the following features as their top priorities: - **Secure Data Storage** (**58%** of reviewers rated this feature as critical) - **Document Management** (**53%**) - **Access Controls/Permissions** (**55%**) Docupace supports all three features that reviewers identify as most important: **Secure Data Storage**, **Document Management**, and **Access Controls/Permissions**. Together, these capabilities help businesses protect sensitive files, organize and retrieve documents more efficiently, and control who can view or update content, allowing teams to manage information with greater security and consistency. Archiving & Retention 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes Access Controls/Permissions 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Define levels of authorization for access to specific files or systems Digital Asset Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Manage digital assets File Conversion 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Convert files to a different format File Sharing 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Public or private sharing of digital files such as documents, audio/video, images, and more Forms Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Store, manage and track all forms in a centralized location Docupace 44 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - 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 - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Archiving & Retention: Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders - Configurable Workflow: Configure existing workflows to meet your organization's needs - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Forms: Customize contracts and forms to collect specific information - Data Synchronization: Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency - Digital Asset Management: Manage digital assets - Document Automation: Automated or logic-based workflows that assist in the creation of electronic documents - Document Capture: Scan, move or upload electronic files within the software's repository - Document Classification: Assign categories, labels, tags, or attributes to documents for organization, search and storage - Document Generation: Custom forms to streamline repetitious aspects of a document - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Review: Review and analyze existing information across documents - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Electronic Signature: Digitally sign online documents - File Conversion: Convert files to a different format - File Management: Create, save, and store files - File Recovery: Recover lost, deleted, or damaged files - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - Filtering: Find & retrieve relevant data or documents - Forms Management: Store, manage and track all forms in a centralized location - Information Governance: Accountability over info/data that ensures appropriate behavior in the valuation, creation, storage, use, archiving & deletion of info. - Metadata Management: Collect and maintain structured information that describes data or content - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Secure Data Storage: Securely stores data to prevent data loss or breaches - Single Sign On: Allow users to access multiple services after entering their login credentials once - SSL Security: Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access - Task Management: Create, manage and track all task activities and progression - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Version Control: Track revisions and updates made to files and navigate between different versions - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 5.0 (3) 5.0 Based on 3 reviews ## Pricing Value for money 4.5 (2) ### Starting price Free trial not available Value for money 4.5 (2) 4.5 Based on 2 reviews ## Integrations [ Docusign](https://www.capterra.com/p/121506/Docusign/)[ Wealthbox CRM](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/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (2) 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 Customer Service 5.0 (2) 5.0 Based on 2 reviews ## User reviews Overall rating 5.0 Based on 3 reviews Filter by rating 5(3) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent LT Lyndon T. Owner Financial Services ### "important asset" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 April 18, 2022 very solid, used for several years. a critical element of the practice 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 Reasons for choosing Docupace cost Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Sabrina D. Owner Photography ### "Free and convenient" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 April 8, 2021 I havent had any. problems yet with this software 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 Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MD Michael D. Administrative assistant Financial Services ### "Easy document management" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 February 13, 2021 Great experience, changed my life for the better for sure. 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 Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. ## 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.