Docupace Among Top Innovators in InvestmentNews' 2025 5-Star Technology Awards

HOLMDEL, N.J., Oct. 14, 2025 /PRNewswire/ -- Docupace, the premier provider of back-office software to streamline operations of wealth management enterprises and financial advisors,  today announced its inclusion in InvestmentNews 5-Star Technology, a distinguished roundup highlighting the most innovative and powerful technologies serving the wealth management industry.

InvestmentNews' 30+ strong Intelligence Unit compiled the final winners list after a rigorous process, canvassing the opinions of objective industry experts and collating leading-edge research. The prestigious list of honorees was then matched with 5-Star Technology's precise criteria.

Reimagining the Wealth Management Back Office

Docupace's win spotlights the firm's exceptional understanding of the industry today. Advisors are overwhelmed by fragmented technology and rising client expectations, yet the industry lacks a cohesive, intuitive back-office experience designed with wealth managers in mind.

To win the hearts and minds of advisors and members of wealth management's critical back office, Docupace delivers a unified, highly configurable digital back-office platform. The system is specifically tailored to the workflows and needs of wealth management – and is a class apart from generic fintech tools.

Docupace users have praised the platform for ease of navigation and a user interface that's better aligned with day-to-day advisor tasks. Unlike legacy systems that prioritize centralized control over usability, Docupace's platform puts the advisor experience first.

Bi-directional, real-time integrations allow Docupace to connect seamlessly with leading CRMs, custodians and planning software – creating a cohesive digital ecosystem that many platforms still lack. Automation capabilities empower advisors to work in "think-ahead" mode, auto-populating forms, flagging missing data and adapting workflows based on user behavior.

"We believe the future of wealth management belongs to firms that align great technology with human-centered design," said David Knoch, CEO of Docupace. "Our goal has always been to make the back office as intuitive and transformative as the tools advisors use with clients. This recognition affirms our mission to bring simplicity, speed and intelligence to every corner of the advisor experience."

See the full list of 5-star technology platforms 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 (Docupace, Hubly and PreciseFP) to reduce back-office expenses, improve efficiency, strengthen recruiting, and enhance the experience of advisors and investors. With headquarters in Holmdel, New Jersey, Docupace is proud to serve some of the largest independent broker-dealers and registered investment advisers (RIAs) in the financial services industry.

For more information, please visit www.docupace.com.

About 2025 IN 5-Star Technology
For the InvestmentNews 5-Star Technology awards, technology service providers from across the United States were invited to submit nominations showcasing how their solutions address specific challenges faced by wealth management professionals. Submissions also needed to highlight how each product or service differentiates itself from others in the marketplace.

The InvestmentNews team conducted a rigorous and impartial evaluation of each entry. This assessment focused on the quality and depth of information provided, the level of genuine innovation, and the overall value the solution brings to the industry. Submissions were benchmarked against one another to determine the top performers..

Additionally, the team recognized standout innovations in the New Technology category. To qualify, entries had to be technologies or software solutions launched within the past 24 months, specifically designed for financial advisors and the broader financial management sector.

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SOURCE Docupace Technologies, Inc.