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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.
Description
Streamline your transaction process with our award-winning financial compliance software that features a highly secure and user-friendly virtual data room designed to enhance security, efficiency, and overall usability. Our advanced Venue secure VDR and data room services facilitate M&A due diligence, enhance negotiation outcomes, and lower costs for strategic transactions, all while prioritizing data privacy, offering auto-redaction features, and enabling self-launching data rooms. With a swift setup and an intuitive interface, our VDR platform harnesses the power of AI and machine learning to expedite deal closures. Continuously refined for optimal performance, our virtual data rooms are supported by seasoned regional specialists. Transform your data room provider into an integral part of your deal-making team, ensuring full control and transparent costs. Our virtual deal room empowers you to efficiently self-launch multiple transactions, perform bulk uploads effortlessly, and access straightforward pricing with immediate file-level page counts among other features. Discover the advantages brought by innovations in virtual data rooms, making your financial dealings not only more efficient but also more secure.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
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
Docupace
Founded
2002
Country
United States
Website
www.docupace.com
Vendor Details
Company Name
Donnelley Financial Solutions (DFIN)
Founded
1983
Country
United States
Website
www.dfinsolutions.com/products/venue
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
Product Features
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