HOLMDEL, N.J. – January 30, 2026
In this WealthStack Roundup, Docupace and its solutions, PreciseFP and Hubly, were recognized for significantly boosting advisor productivity by eliminating more than 200,000 hours of manual work and automating millions of workflows across wealth management firms in 2025.
Read full article here.
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.
Media Contacts for Docupace (Hubly)
Ryan George
Chief Marketing Officer
Donald Cutler
Haven Tower Group
dcutler@haventower.com
