Docupace Technologies
Docupace Technologies, Inc., established in 2002 and headquartered in Los Angeles, California, specializes in developing document management and workflow solutions for various industries, primarily serving the financial services sector in the United States. The company offers a cloud-based, integrated software suite, Docupace Platform, which enables financial services firms to digitize and automate their operations. This platform includes features such as client onboarding, document management, advisor transitions, and other services, aiming to reduce back-office expenses, improve efficiency, strengthen recruiting, and enhance the experience of advisors and their clients. Docupace's solutions are designed to simplify clients' processes, digitize data, and increase productivity and profits. The company also provides services like ePACS for system connectivity and a Capture Module for front-end document functionality. Docupace has strategic relationships with other industry players and has offices in Hanover, Maryland; West Des Moines, Iowa; and Las Vegas, Nevada.
Top Stages
3 past transactions
Hubly
Acquisition in 2025
Hubly is a Canadian-based workflow tool designed specifically for financial advisors, aiming to enhance efficiency and client service. The platform organizes and streamlines workflows, enabling advisors to track client progress, prioritize daily tasks, and generate performance summaries and analytics from a centralized dashboard. By providing these capabilities, Hubly empowers financial services professionals to scale their operations, ensuring that they can manage more clients effectively without overlooking critical tasks. The company's mission is to enable financial advisors to become better educators and project managers, enhancing their role as accountability partners for their clients.
PreciseFP
Acquisition in 2021
PreciseFP is a company that specializes in automating the customer lifecycle for financial advisors through its digital platform. The platform facilitates the collection, storage, and secure distribution of client information, enabling advisors to streamline workflows and enhance client engagement. By automating onboarding processes, PreciseFP allows financial professionals to efficiently gather essential financial data, ultimately aiding them in developing comprehensive financial plans and expanding their business. The company's focus on improving the client experience positions it as a valuable tool for financial advisors seeking to modernize their practices.
Jaccomo
Acquisition in 2021
Jaccomo is a software developer that specializes in providing a secure, industrial-strength back and front office system tailored for financial services firms. The company offers a comprehensive suite of tools, including compliance solutions, data integration, financial reporting, an advisors portal, and a compensation accounting system. By focusing on optimizing the accessibility of data and reports, Jaccomo aims to enhance operational efficiency for back office teams and ensure compliance with regulatory requirements.
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