SW
Scot W.
Partner
Small-Business (50 or fewer emp.)
"Not perfect, but does the job"
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.