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Docupace is a technology company specializing in providing comprehensive solutions for digitizing wealth management operations. With a focus on increasing efficiency, productivity, and profit, their customizable platform offers tools for client onboarding, compensation management, compliance tracking, document management, and more.
Their suite of products, including PreciseFP and RIA Productivity Suite, caters to the needs of the RIA market with out-of-the-box capabilities and integrations. Docupace's Surveillance and Compliance solutions offer automated, alert-driven processes to help firms navigate regulatory challenges and ensure accurate information is readily available for audits.
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