--- 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) ![Scot W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Scot W.") SW Scot W. Partner Small-Business (50 or fewer emp.) 7/14/2023 "Not perfect, but does the job" 4.5/5 What do you like best about Docupace? It's clearly designed with financial advisors in mind. It allows you to assign one file to my multiple clients, which is great for planning, since often times we search by a client or spouse name. Review collected by and hosted on G2.com. What do you dislike about Docupace? It's not designed for solo reps. For example, every time I create a new client, I have to select my self as "rep", even though I'm literally the only rep in the firm. Review collected by and hosted on G2.com. What problems is Docupace solving and how is that benefiting you? It allows us to securely store our client files digitally. It reduces paper. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller NP Nicholas P. Small-Business (50 or fewer emp.) 8/7/2023 "Simplifying the vast need for paperwork in our industry" 5/5 What do you like best about Docupace? The most helpful part has been a support rep's immediate support and dedication to our Docupace. Their attentiveness and care for our systems is amazing Review collected by and hosted on G2.com. What do you dislike about Docupace? The UI can be difficult to navigate at times. Having multiple different areas to manage things like reps, codes, etc seems unnecessary Review collected by and hosted on G2.com. What problems is Docupace solving and how is that benefiting you? The rollout of the new support portal has been massively beneficial in turnaround time on support needs. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller JS Julianne S. Enterprise (\> 1000 emp.) 8/8/2023 "Docupace is more than a vendor; they are a partner" 4.5/5 What do you like best about Docupace? Flexible platform and experienced staff to help our firm deliver a truly digital account opening experience. Review collected by and hosted on G2.com. What do you dislike about Docupace? I feel like there could be a more intuitive UI or guided flow for the user to know exactly what they need to do to process through and transition work items Review collected by and hosted on G2.com. What problems is Docupace solving and how is that benefiting you? fully digital account opening and account servicing from start to finish Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Jenny M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jenny M.") JM Jenny M. Mid-Market (51-1000 emp.) 8/7/2023 "Working with a team that pushes the limits!" 4.5/5 What do you like best about Docupace? Collaboration with internal team members and their willingness to always help. Review collected by and hosted on G2.com. What do you dislike about Docupace? There are limitations to every product and sometimes pie in the sky is not always feasble. A better understanding of the RIA space with the Transition organization would be beneficial. Review collected by and hosted on G2.com. What problems is Docupace solving and how is that benefiting you? The ability to support transitions and a vehicle to provide our clients with new account opening. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller DC Dan C. Enterprise (\> 1000 emp.) 8/7/2023 "Smart and Innovative Solution" 4.5/5 What do you like best about Docupace? The project team at Docupace really understands our business. Thoughtful solutions are always provided and executed on. Review collected by and hosted on G2.com. What do you dislike about Docupace? The production support team at Docupace could be more knowledgable about the solution that Docupace has put in place for us. Review collected by and hosted on G2.com. What problems is Docupace solving and how is that benefiting you? Docuapce is currently our digital solution for client onboarding providing electronic end to end processing. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Tiffany W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Tiffany W.") TW Tiffany W. Small-Business (50 or fewer emp.) 7/11/2023 "Love this paperless storage system!" 5/5 What do you like best about Docupace? I like the search ability of the program. I also like how easy it is to move things between folders should you need to rearrange where things are stored. Everything's is easy to update without ever losing anything. Review collected by and hosted on G2.com. What do you dislike about Docupace? I wish there were more drag and drop capabilities. Review collected by and hosted on G2.com. What problems is Docupace solving and how is that benefiting you? Eliminating paper files!! And provides a much easier way to search files. 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 Small-Business (50 or fewer emp.) 8/7/2023 "BD Technical Support with Docupace Focus" 4.5/5 What do you like best about Docupace? The flexibility of the Docupace Platform, and that is highly customizable. Review collected by and hosted on G2.com. What do you dislike about Docupace? Lack of Documentation is my single biggest dislike, and support form engineering at times. Review collected by and hosted on G2.com. What problems is Docupace solving and how is that benefiting you? Document Management, and paperwork processing workflows. All of our BD paperwork is processed with Docupace, one platform, one location. 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 "Long time fan" 5/5 What do you like best about Docupace? Docupace is easy to teach others. We describe it as walking up to a file cabinet! File the same way you would if it was in paper. Review collected by and hosted on G2.com. What do you dislike about Docupace? The search function could use some updating. And the ability to see more than 10 documents at a time. Review collected by and hosted on G2.com. What problems is Docupace solving and how is that benefiting you? Docupace allows the easy work-from-home answer. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Non-Profit Organization Management](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Non-Profit Organization Management") UN Verified User in Non-Profit Organization Management Small-Business (50 or fewer emp.) 4/6/2022 "Great & easy to use software" 4.5/5 What do you like best about Docupace? It's a secure software that helps me work more efficiently & quicker. It also minimizes errors. Review collected by and hosted on G2.com. What do you dislike about Docupace? Nothing to dislike. I really like docuspace! Review collected by and hosted on G2.com. Recommendations to others considering Docupace: Use for the ease of onboarding new clients and if you need a software to make life easier. Review collected by and hosted on G2.com. What problems is Docupace solving and how is that benefiting you? Easy place to store documents in case there are audits. And On boarding new clients. This had made our processes more efficient Review collected by and hosted on G2.com. Show More 10/5/2022 Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") UC Verified User in Computer Software Enterprise (\> 1000 emp.) 8/1/2022 "Great tool" 5/5 What do you like best about Docupace? Value for money, does what I need it to do Review collected by and hosted on G2.com. What do you dislike about Docupace? Not cloud-based and not mobile, which isn't ideal Review collected by and hosted on G2.com. What problems is Docupace solving and how is that benefiting you? Documention management Review collected by and hosted on G2.com. Show More Validated 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);)