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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.
Provider
Docupace
Located In
United States
Foundation
2005
Open API
Unverified
Deployment
Cloud, SaaS, Web-Based
Training
In Person, Live Online, Webinars, Documentation, Videos
Support
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat
Wealth management firms Broker-dealers RIAs Financial advisors
Content Source: Docupace
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A product’s price can vary greatly based on features needed, support or training required, and customization requests. Some vendors want a chance to talk to you before being ruled out for pricing. When you find a product that fits your needs, you should talk to the vendor to figure out what they can offer.
Docupace Reviews
"Free and convenient"
Overall: 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
"Easy document management"
Overall: 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
"important asset"
Overall: 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
