Docupace allows financial firms to connect client relationship management systems, documents and data seamlessly for cost savings, efficiency, and overall better business

Docupace enables their clients to streamline their business workflow, store hundreds of millions of documents, and make efficient, straight-through processing a reality.

Docupace is an industry leader in delivering SEC/FINRA compliant paperless processing systems to financial services firms. Our document management and workflow solution simplifies the process of capturing, organizing, routing and accessing information.

Docupace created ePACS, the industry’s first straight-through processing, web-based electronic paperless app and check service that offers true straight through processing available at a fraction of the cost of traditional systems.

  • Software as a Service. Don’t buy another server or pay for a software upgrade. We do all the heavy lifting and maintain the “state of the art” so you don’t have to.
  • Legally Compliant. Secure, legally admissible images that meet the most stringent regulatory requirements.
  • Efficient. We bring a pre-integrated solution to the market. Our innovative delivery model can get your firm automated and paperless fast, with less risk than comparable solutions.
  • Audit Support. Corporate records, policies and procedures, memos, and customer records are easily managed and organized. ePACS maintains an extensive audit trail of all user and processing activities. Compliance blotters are auto-created and all subsystems required for processing are included in the audit logs.
  • End to End. Robust feature set automates all back office processes.


About the Partner

Docupace creates web based enterprise document management, imaging and workflow software for organizations in a broad range of industries worldwide. Docupace's unique approach to product development and services has produced cost-effective solutions that leverage an organization's existing technology investment.


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