The forms, filled. No rollout required.
Docupace is a full back-office platform for broker-dealers and larger firms — document management, compliance, new-account processing, built around an implementation. Finpace is document-first form automation for RIAs and small teams: Emma reads the documents your clients already have, fills the custodian forms, and prevents NIGO — self-serve, live in a day.
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Different tools, different scale.
Docupace statements below come from docupace.com and precisefp.com, as of July 2026 — attributable dimensions only.
| Finpace | Docupace | |
|---|---|---|
| Built for | RIAs and small advisory teams | Wealth-management back offices — broker-dealers & larger firms (per docupace.com) |
| Core job | Reads client documents and fills custodian forms | Document management, new-account processing, compliance & workflow (per docupace.com) |
| Data-gathering approach | Document-first — reads the 1040s & statements clients already have | Form-first, via PreciseFP (which Docupace owns) |
| NIGO prevention | Fills every form from one source record; firms run under 5% NIGO | Compliance review & workflow |
| Getting started | Self-serve — start free, $50 in credits, live in a day | Custom quote and enterprise onboarding |
| Pricing | Public: $99/user/mo ($79 annual) | Custom-quoted, not public (as of this writing) |
Want the full breakdown? Read Finpace vs. Docupace: Managing the Back Office vs. Doing the Work.
Digitizing paperwork isn't the same as doing it.
Docupace digitizes and routes the back office — a searchable vault, new-account processing, compliance workflows — the kind of infrastructure a broker-dealer with hundreds of reps needs. Finpace is smaller on purpose: Emma reads the 1040 and statement your client already sent, fills the custodian packet from one source record, and keeps every field consistent so it doesn't bounce as NIGO. If you're an RIA and the work that eats your hours is filling the forms, that's the work Finpace removes — no implementation project required.
Docupace alternative questions, answered.
Your team is retyping data right now.
Emma can stop that today.
Upload your first document. See every form fill itself. No credit card. No demo call. No commitment.
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