--- title: Docupace Reviews meta\_title: 'Docupace Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 27 reviews by the users' company size, role or industry to find out how Docupace works for a business like yours. aggregate\_rating: rating\_value: 3.6 review\_count: 27 scale: '5' date\_modified: '2026-08-07' parent\_category: name: Content Management url: https://www.g2.com/categories/content-management --- # Docupace Reviews & Product Details Claimed ###### Profile Status This profile is currently managed by Docupace but has limited features. Are you part of the Docupace team? [Upgrade your plan](https://my.g2.com/docupace/upgrade?utm_campaign=s3&utm_medium=claim-popup&utm_source=g2) to enhance your branding and engage with visitors to your profile! Docupace is a solutions provider focused on digitizing and automating operations in the financial advice and investment industry. Financial services firms use the Docupace Platform (a cloud-based, integrated software suite) to reduce back-office expenses, improve efficiency, strengthen recruiting, and enhance the experience of advisors and investors. Docupace is proud to serve some of the largest independent broker-dealers and registered investment advisers (RIAs) in the financial services industry. The company was recently named to the WealthTech 100, WealthTech 100, a listing of the top-most innovative wealthtech companies in the world, for the second straight year and was named Wealthtech Firm of the Year by Wealth Solutions Report. Docupace was a finalist in two categories for WealthManagement.com’s 2022 “Wealthie” Awards and PreciseFP was the 2021 winner in the client onboarding solution category. The company was named to the 2021 Inc. 5000 list of America’s fastest-growing companies; listed as a Top 100 FinTech by Cramer + Associates, named to the Los Angeles Business Journal’s 2021 list of “Disruptors”, won the 2021 Gold Globee® Award for “Hot Technology of the Year”, and included in Industry Wired’s Top 10 list of Most Recommended FinTech Solution Providers in 2020. * * * Seller [PreciseFP](https://www.g2.com/sellers/precisefp) Discussions [Docupace Community](https://www.g2.com/products/docupace/discuss) Languages Supported English Solution Type All-in-One Overview by Ashley Treangen Show More ## Pricing Pricing provided by Docupace. ### Client Onboarding Contact Us ### RIA Productivity Suite Contact Us [ View More Pricing Information ](https://www.g2.com/products/docupace/pricing) ## Top-Rated Alternatives [ ![Laserfiche](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Laserfiche") Laserfiche 4.7/5(1,247) ](https://www.g2.com/products/laserfiche/reviews) [ ![Box](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Box") Box 4.2/5(5,260) ](https://www.g2.com/products/box/reviews) [ ![Docusign CLM](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Docusign CLM") Docusign CLM 4.3/5(507) ](https://www.g2.com/products/docusign-clm/reviews) [ View All Alternatives ](https://www.g2.com/products/docupace/competitors/alternatives) ## User Insights Average based on 27 real user reviews. [Log in to unlock pricing and user insights](/login) ![Hazel F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Hazel F.") HF Hazel F. Sr Canada Recruiter Small-Business (50 or fewer emp.) 12/5/2024 "Recruiter" 2.5/5 What do you like best about Docupace? Docupace is a leading provider of digital transformation solutions for financial services, streamlining workflows and enhancing document management with secure, cloud-based technology. Review collected by and hosted on G2.com. What do you dislike about Docupace? Docupace's platform can sometimes be complex and challenging to navigate for new users, requiring a steep learning curve. Review collected by and hosted on G2.com. What problems is Docupace solving and how is that benefiting you? good to go Review collected by and hosted on G2.com. Show More Validated ReviewerSource: G2 invite JH Jolene H. Mid-Market (51-1000 emp.) 8/7/2023 "I have worked with Docupace for over 10 years" 3/5 What do you like best about Docupace? Upsides of Docupace are that they are continuously evolving and adding more to their platform. It is really neat to see the emails coming through see what they are offering. I feel that Docupace does care and are responsive to issues presented. Review collected by and hosted on G2.com. What do you dislike about Docupace? I feel that the closeness of relationships has been lost a little. With the site that I work with we have become out dated and it over a year now that we are working on a game plan to be able to experience all that Docupace has to offer. It has been frustrating with support and the staff having the knowledge to support our customized site. Review collected by and hosted on G2.com. What problems is Docupace solving and how is that benefiting you? For the last year we have been working with Docupace to understand what it would take to get on the standard site so that we can utilize many of the new tools that are available. This is a huge undertaking and this should benefit us by making administration of the site easier. Although we don't know everything that we are missing, we are hoping that we can have better reporting and better overall support from Docupace. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF Verified User in Financial Services Small-Business (50 or fewer emp.) 7/11/2023 "Could be more user friendly" 3/5 What do you like best about Docupace? it is great for keeping our office compliant. Once you figure out the system, it is good to use. i appreciate that it allows our office to be paper free. Review collected by and hosted on G2.com. What do you dislike about Docupace? It is not very user friendly or intuitive. I wish that the filing system was always most recent to oldest. I hate having to scroll pages to get to something that I just uploaded. I wish there was training - even vidoe training for best practices. Review collected by and hosted on G2.com. What problems is Docupace solving and how is that benefiting you? It allows our office to be completely paper free and access docs from anywhere. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") AF Verified User in Financial Services Mid-Market (51-1000 emp.) 8/7/2023 "The current Docupace interface can be more intuitave" 2.5/5 What do you like best about Docupace? The client tree structure, document storage Review collected by and hosted on G2.com. What do you dislike about Docupace? Figuring which Domain to go to make changes. it's not easy rembering where to go. There is no way connect which domain makes what changes. A quick global refence search will help, to point us in the right direction. Review collected by and hosted on G2.com. What problems is Docupace solving and how is that benefiting you? We have a New account and existing account workflow process in place because of Docupace and it's benefitting our firm Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") EF Verified User in Financial Services Mid-Market (51-1000 emp.) 8/7/2023 "Review of Docupace 2023" 2.5/5 What do you like best about Docupace? The software works as it should. Some workflows are custom, and still work without issue. Review collected by and hosted on G2.com. What do you dislike about Docupace? All my problems come from projects and implementation. I reconize that my experince may not be what everyone else faces. Review collected by and hosted on G2.com. What problems is Docupace solving and how is that benefiting you? Document storage and custom workflows to get our data out of our CRM, into Docupace, then sent off to the custodian via DocuSign Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Paula K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Paula K.") PK Paula K. REGIONAL COMPLIANCE MANAGER - INVESTMENT ADVISOR Mid-Market (51-1000 emp.) 9/23/2019 "DOCUPACE CONTINUES TO DELIVER QUALITY AND INNOVATION BUT IT'S COMPLEXITY IS A DEAL BREAKER FOR SOME!" 2.5/5 What do you like best about Docupace? Docupace offers fast and efficient straight through processing for Financial Services. Once one learns how to use the system it is quick and makes submitting account forms easy and almost error proof, which eliminates NIGOs. This means no going back to clients for missed signatures or data on applications. It also means that the reps get paid faster because it's all electronic, no paper. Review collected by and hosted on G2.com. What do you dislike about Docupace? This is not an intuitive or user friendly program. It's extremely frustrating for reps to learn to use especially when there isn't adequate training. Adequate training can be subjective so more often than not, from what I've seen, adequate isn't close to being enough. And because it's not necessarily an intuitive system it's almost impossible to train yourself because you feel like a hamster on a wheel and wind up feeling frustrated and upset. Review collected by and hosted on G2.com. What problems is Docupace solving and how is that benefiting you? Well Docupace has allowed the Broker Dealer to become almost completely paperless which makes it easier on every department as well at the field. Compliance books and records are all in Docupace which allow for easy retrieval and fast audits. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ## Pricing Options Pricing provided by Docupace. ### Client Onboarding Contact Us ### RIA Productivity Suite Contact Us ### Document Management Contact Us [ View More Pricing Information ](https://www.g2.com/products/docupace/pricing) ##### Categories on G2 [Online Form Builder](https://www.g2.com/categories/online-form-builder)[Enterprise Content Management (ECM)](https://www.g2.com/categories/enterprise-content-management-ecm)[Document Scanning](https://www.g2.com/categories/document-scanning) [Online Form Builder](https://www.g2.com/categories/online-form-builder)[Enterprise Content Management (ECM)](https://www.g2.com/categories/enterprise-content-management-ecm)[Document Scanning](https://www.g2.com/categories/document-scanning)[Digital Customer Onboarding](https://www.g2.com/categories/digital-customer-onboarding) [Show MoreShow Less](javascript:void(0);) ##### Explore More [Which log monitoring platform offers the fastest alerting features?](https://www.g2.com/discussions/which-log-monitoring-platform-offers-the-fastest-alerting-features)[Which investor relations platforms best support multilingual and accessibility requirements for global investor bases?](https://www.g2.com/discussions/which-investor-relations-platforms-best-support-multilingual-and-accessibility-requirements-for-global-investor-bases)[Is a dedicated digital advertising intelligence platform worth it for a mid-market marketing team?](https://www.g2.com/discussions/is-a-dedicated-digital-advertising-intelligence-platform-worth-it-for-a-mid-market-marketing-team%20) [What publisher ad server platforms connect well with Google Ad Manager as a primary SSP while also enabling direct deals without forcing the publisher into a fully Google-controlled stack?](https://www.g2.com/discussions/what-publisher-ad-server-platforms-connect-well-with-google-ad-manager-as-a-primary-ssp-while-also-enabling-direct-deals-without-forcing-the-publisher-into-a-fully-google-controlled-stack)[What is the most affordable service desk software for SMBs?](https://www.g2.com/discussions/what-is-the-most-affordable-service-desk-software-for-smbs)[Pros and Cons Details](https://www.g2.com/products/docupace/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)