---
description: Learn more about Docupace price, benefits, and disadvantages for businesses in Australia. Read reviews from verified users and discover similar tools that fit your business needs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Docupace Cost & Reviews - Capterra Australia 2026
---

Breadcrumb: [Home](/) > [Investment Management Software](/directory/20010/investment-management/software) > [Docupace](/software/211689/docupace)

# Docupace

Canonical: https://www.capterra.com.au/software/211689/docupace

> Client onboarding and productivity designed to help registered investment advisors (RIAs) digitize and streamline their operations.
> 
> Verdict: Rated **5.0/5** by 3 users. Top-rated for **Likelihood to recommend**.

-----

## Overview

### Who Uses Docupace?

Wealth management firms
Broker-dealers
RIAs
Financial advisors

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **5.0/5** | 3 Reviews |
| Ease of Use | 5.0/5 | Based on overall reviews |
| Customer Support | 5.0/5 | Based on overall reviews |
| Value for Money | 4.5/5 | Based on overall reviews |
| Features | 5.0/5 | Based on overall reviews |
| Recommendation percentage | 90% | (9/10 Likelihood to recommend) |

## About the vendor

- **Company**: Docupace
- **Founded**: 2005

## Commercial Context

- **Pricing model**: Per Feature
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- Access Controls/Permissions
- Approval Process Control
- Archiving & Retention
- CRM
- Collaboration Tools
- Compliance Management
- Compliance Tracking
- Document Capture
- Document Classification
- Document Management
- Document Storage
- Electronic Signature
- File Conversion
- File Sharing
- Portfolio Management
- Reporting/Analytics
- Search/Filter
- Third-Party Integrations
- Version Control
- Workflow Management

## Integrations (11 total)

- AdvisorEngine
- AnnuityNet
- Docusign
- Envestnet | MoneyGuide
- Fidelity
- FireLight
- Laser App
- Orion
- Redtail CRM
- SIGNiX
- Wealthbox

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- Chat

## Category

- [Investment Management Software](https://www.capterra.com.au/directory/20010/investment-management/software)

## Related Categories

- [Investment Management Software](https://www.capterra.com.au/directory/20010/investment-management/software)
- [Financial Services Software](https://www.capterra.com.au/directory/31123/financial-services/software)
- [Document Management Software](https://www.capterra.com.au/directory/30063/document-management/software)
- [Enterprise Content Management Software](https://www.capterra.com.au/directory/31079/enterprise-content-management/software)

## Alternatives

1. [Wrike](https://www.capterra.com.au/software/76113/wrike) — 4.4/5 (2887 reviews)
2. [OnBase](https://www.capterra.com.au/software/62208/onbase) — 4.3/5 (79 reviews)
3. [OrangeDAM](https://www.capterra.com.au/software/81311/cortex) — 4.8/5 (10 reviews)
4. [Acquia DAM (Widen)](https://www.capterra.com.au/software/76774/widen-collective) — 4.4/5 (323 reviews)
5. [Airtable](https://www.capterra.com.au/software/146652/airtable) — 4.6/5 (2222 reviews)

## Reviews

### "Free and convenient" — 5.0/5

> **Sabrina** | *8 April 2021* | Photography | Recommendation rating: 9.0/10
> 
> **Pros**: Its a great software to use for all your document needs. I would recommend this app to small business owers.
> 
> **Cons**: I havent seen anything i didnt like so far so good. This is a great document management software to use
> 
> I havent had any.   problems yet with this software

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### "Easy document management" — 5.0/5

> **Michael** | *13 February 2021* | Financial Services | Recommendation rating: 10.0/10
> 
> **Pros**: Using docupace during a pandemic has been a godsend.   Not having to see someone face to face to get a signature or have to travel to an office to get a file is amazing.
> 
> **Cons**: Using docupace can be a bit confusing, once you learn it, you are good but isn't the most straight forward
> 
> Great experience, changed my life for the better for sure.

-----

### "important asset" — 5.0/5

> **Lyndon** | *18 April 2022* | Financial Services | Recommendation rating: 8.0/10
> 
> **Pros**: ease of use, compatability, and the wide range in functions
> 
> **Cons**: need a better integration portal with other software, that is easy to use
> 
> very solid, used for several years.  a critical element of the practice

## Links

- [View on Capterra](https://www.capterra.com.au/software/211689/docupace)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/211689/Docupace/> |
| en-AE | <https://www.capterra.ae/software/211689/docupace> |
| en-AU | <https://www.capterra.com.au/software/211689/docupace> |
| en-CA | <https://www.capterra.ca/software/211689/docupace> |
| en-GB | <https://www.capterra.co.uk/software/211689/docupace> |
| en-IE | <https://www.capterra.ie/software/211689/docupace> |
| en-IL | <https://www.capterra.co.il/software/211689/docupace> |
| en-IN | <https://www.capterra.in/software/211689/docupace> |
| en-NZ | <https://www.capterra.co.nz/software/211689/docupace> |
| en-SG | <https://www.capterra.com.sg/software/211689/docupace> |
| en-ZA | <https://www.capterra.co.za/software/211689/docupace> |

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