Finlocity

ABOUT

Docupace is a leading digital operations technology provider that simplifies how wealth management firms process and digitize data, increasing efficiency, productivity, and profits. With the secure, cloud-based Docupace Platform, the Docupace team provides a suite of digital solutions that helps broker-dealers, RIAs, and their advisors streamline and automate client onboarding, document management, advisor transitions, Regulation BI, cybersecurity, and other critical workflows while maintaining SEC and FINRA compliance.


With headquarters in Los Angeles, California, Docupace is proud to serve a variety of firms, including some of the largest in the financial services industry, through a combination of proven technology and hands-on service. For more information, please visit www.docupace.com.

SPECIALTIES

  • Client Onboarding
  • Document Management
  • Advisor Transitions
  • Reg BI
  • SEC/FINRA Compliant Cyber Security 
  • Advisor Onboarding
  • Alternative Investments
  • Advertising Review

CONTACT INFORMATION

11766 Wilshire Blvd, Suite 1120
Los Angeles, CA 90025
Phone: (310) 445-7722
Fax: (310) 445-7787

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