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. In 15 minutes you'll see it run on your own forms.
15-minute call A demo on your own forms SOC 2 Type II in progress At a glance
Different tools, different scale.
Docupace statements below come from docupace.com and precisefp.com, checked October 3, 2026, attributable dimensions only.
| Finpace | Docupace | |
|---|---|---|
| Built for | RIAs and small advisory teams | Wealth-management firms and their admins (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; the mismatches that cause NIGO never get typed in | Compliance review & workflow |
| How you evaluate it | A 15-minute call about your firm, then a demo on your own forms | Custom quote and enterprise onboarding |
| Pricing | $129 to $1,499 a month, plus Enterprise priced per firm, published; unlimited users and clients on every plan | 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.
Let's stop it.
Book 15 minutes. We'll learn how your firm works, then show Emma filling your own forms.
15-minute call · About your firm, not a pitch · SOC 2 Type II in progress