HOLMDEL, N.J. – January 29, 2026 Docupace’s AI-powered automation platforms, PreciseFP and Hubly, significantly boosted productivity in 2025 by automating roughly 4 million tasks and saving financial advisors more than 200,000 hours of manual work, translating into tens of millions in efficiency gains.
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About Docupace
Docupace is a software provider focused on digitizing and automating operations in the financial advice and investment industry. Financial services firms use the company’s cloud-based platforms, including Docupace, Hubly and PreciseFP, to reduce back-office expenses, improve efficiency, fulfill regulatory obligations, strengthen recruiting, and enhance the experience of advisors and investors. With headquarters in Holmdel, New Jersey, Docupace serves some of the largest independent broker-dealers, banks, insurance companies and registered investment advisers (RIAs) in the financial services industry, supporting roughly 350,000 active users and processing over 11 million work items annually. The company received more than 20 industry awards and recognitions in 2025, including WealthTech Employer the Year (WealthTech Americas 2025), Investment News Best Places to Work 2025, CNBC World’s Top FinTech Companies 2025 and multiple ThinkAdvisor Luminaries Awards.
For more information, please visit www.docupace.com.
