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Docupace Elevates Advisor Experience with Latest Docupace Platform Release


Docupace Elevates Advisor Experience with Latest Docupace Platform Release

Docupace Unveils Advisor First Widgets and Expands Platform Flexibility

PR Newswire

LOS ANGELES, Aug. 16, 2018 /PRNewswire/ -- Docupace Technologies, LLC, the leader in secure and compliant cloud-based workflow and document management automation solutions for the financial services and wealth management industry, recently announced the Summer 2018 Product Release to their customers on August 9th. This release emphasizes advisor focused widgets that will have benefits for its enterprise customers.

Docupace Technologies logo (PRNewsfoto/Docupace Technologies, LLC)

"Widgets are customizable Docupace application extensions which provide quick-access, 'Single-Pane-of-Glass' view of essential data and functionality on the user dashboard screen," said Michael Pinsker, Founder and Chairman of Docupace Technologies. Our customers have been asking for intuitive, flexible, secure, and innovative ways to elevate the advisor and client experience. We are excited to offer these tools to the financial professionals in the field, broker-dealers, and registered investment advisors (RIAs) and enhance the value of using the Docupace platform."

Advisor focused widgets include:

  • Concierge Widget: Simplifies the submission of business and advertising materials by the advisor to the back office for review and processing.
  • Forms Widget: Provides the advisor quick access to the forms library and the available forms in Docupace.
  • Business Status Widget: Provides the advisor a unified view of the status of work items in NIGO, In Process, or Completed based on the request status.

Docupace customers should contact their account managers for more details.

About Docupace
Docupace is a leading provider of secure and compliant unified workflow and document management automation solutions for financial services firms and the wealth management industry. The company's cloud-based digital operations platform simplifies the process of capturing, organizing, routing, and accessing information, helping financial services firms meet SEC/FINRA compliance requirements.

Based in Los Angeles, California, the company's solutions serve the largest wealth management firms and their advisors who are adopting digital workflow solutions such as client onboarding, document management, and advisor transitions to increase their operational efficiency, productivity, and profit. For more information, please visit or follow @docupace (

Media Contact:

Rickey Bijlani

Docupace Technologies

(424) 273-8939


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SOURCE Docupace Technologies, Inc.

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