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Description
Streamline your interactions with clients and partners, safeguard your valuable exchanges and confidential documents, and automate labor-intensive tasks. This solution is ideal for attorneys, transaction advisors, accountants, in-house counsels, funds, and more. With a user-friendly shared space, top-tier features, and robust security, Closd stands out as the leading data room available. Create collaborative workspaces and invite clients and partners to join. Experience a revolutionary approach to managing your matters and transactions from inception to completion, allowing you to concentrate on your expertise rather than the procedural aspects. Say goodbye to cumbersome backtracking and Word checklists. Provide your partners with real-time updates on project progression, and streamline your processes by saving and reusing your checklists. Save significant time on contract signatures and closings, whether in-person or virtual. Leverage our seamless integrations with Docusign and Certeurope to unlock exclusive features that enhance your workflow and efficiency. Embrace the future of transaction management today.
Description
Docupace is a solutions provider focused on digitizing and automating operations in the financial advice and investment industry. Financial services firms use the Docupace Platform (a cloud-based, integrated software suite) to reduce back-office expenses, improve efficiency, strengthen recruiting, and enhance the experience of advisors and their clients.
The Docupace Platform is 100% focused on the financial advice and investment industry. The Platform’s wealth management DNA means our solutions map one-to-one with your specific challenges, that our people know your business and speak your language, and that our products are compliant with SEC and FINRA rules.
Docupace is a dynamic platform that serves as the foundation of our clients’ entire business processing strategy. With distinctive built-in capabilities, deep integrations with third-party tools, and operational flexibility, the Docupace Platform can be used to digitize or automate nearly any process.
Docupace is the largest and most trusted provider of digital back-office solutions for the financial advice and investment industry. Firms of all sizes—including some of the largest in the United States—trust Docupace as the conduit for more than $2 trillion in AUM.
API Access
Has API
API Access
Has API
Integrations
Collateral Analytics
Docusign
Microsoft 365
Microsoft Excel
Microsoft Word
iManage
Integrations
Collateral Analytics
Docusign
Microsoft 365
Microsoft Excel
Microsoft Word
iManage
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Closd
Country
France
Website
www.closd.com/en/
Vendor Details
Company Name
Docupace
Founded
2002
Country
United States
Website
www.docupace.com
Product Features
Archiving
Access Control
Data Deduplication
Document Management
Email Archiving
Multimedia Archiving
Retention Management
Storage Management
Version Control
Web Archiving
eDiscovery
Virtual Data Room
Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview
Product Features
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
Virtual Data Room
Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview