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description: If you're in a hunt for the best solution for your business, learn what RIA Productivity Suite has to offer thanks to GetApp Singapore. We provide the most detailed information on pricing, benefits, and disadvantages of software.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: RIA Productivity Suite Price, Reviews & Ratings | GetApp Singapore 2026
---

Breadcrumb: [Home](/) > [Client Onboarding Software](/directory/3839/client-onboarding/software) > [RIA Productivity Suite](/software/2076808/ria-productivity-suite)

# RIA Productivity Suite

Canonical: https://www.getapp.sg/software/2076808/ria-productivity-suite

> The RIA Productivity Suite from Docupace is a simplified, automated, and digital toolkit that empowers growth, scale, and streamlined operations for advisory firms. It comes with out-of-the-box capabilities and integrations that meet the flexibility needs and simple-delivery requirements of the RIA market, including CRM integration, a robust workflow engine, streamlined new account opening, and secure cloud-based document management.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## Overview

### Key benefits of RIA Productivity Suite

RIA founder/CEO
- Strong consultative partner to help scale business 
- Modern fintech designed for the financial services market - Technology as a recruiting tool 
- Delivers ROI on tech spend

Financial Professionals
- Integrates with CRM and removes rekeying of data 
- Single platform for all client servicing needs 
- Simplified interaction with clients and investors
- Repeatable process with views into work

Operations Lead
- Configurable technology stack to create optimized operational flow 
- Dashboard view of all work in progress 
- Software that scales and grows as the business grows with minimal operations overhead and time investment

Investors
- Simple interactions with the financial professional 
- Easy and modern digital experience

## About the vendor

- **Company**: Docupace
- **Founded**: 2005

## Commercial Context

- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- API
- Alerts/Notifications
- Audit Trail
- CRM
- Client Management
- Compliance Management
- Customizable Branding
- Document Management
- Electronic Forms
- Electronic Signature
- Onboarding
- Single Sign On
- Templates
- Third-Party Integrations
- Workflow Management

## Integrations (11 total)

- AdvisorEngine
- AnnuityNet
- Docusign
- Envestnet | MoneyGuide
- Fidelity
- FireLight
- Laser App
- Orion
- Redtail CRM
- SIGNiX
- Wealthbox

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- Chat

## Category

- [Client Onboarding Software](https://www.getapp.sg/directory/3839/client-onboarding/software)

## Alternatives

1. [Rocketlane](https://www.getapp.sg/software/2049399/rocketlane) — 4.7/5 (127 reviews)
2. [Clientary](https://www.getapp.sg/software/2062121/clientary) — 4.7/5 (100 reviews)
3. [LaunchBay](https://www.getapp.sg/software/2074708/motion-io) — 4.8/5 (49 reviews)
4. [Process Street](https://www.getapp.sg/software/102319/process-street) — 4.7/5 (650 reviews)
5. [Time To Pet](https://www.getapp.sg/software/108725/time-to-pet) — 4.9/5 (271 reviews)

## Links

- [View on GetApp](https://www.getapp.sg/software/2076808/ria-productivity-suite)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.getapp.com/all-software/a/ria-productivity-suite/> |
| en-AE | <https://www.getapp.ae/software/2076808/ria-productivity-suite> |
| en-AU | <https://www.getapp.com.au/software/2076808/ria-productivity-suite> |
| en-CA | <https://www.getapp.ca/software/2076808/ria-productivity-suite> |
| en-GB | <https://www.getapp.co.uk/software/2076808/ria-productivity-suite> |
| en-IE | <https://www.getapp.ie/software/2076808/ria-productivity-suite> |
| en-NZ | <https://www.getapp.co.nz/software/2076808/ria-productivity-suite> |
| en-SG | <https://www.getapp.sg/software/2076808/ria-productivity-suite> |
| en-ZA | <https://www.getapp.za.com/software/2076808/ria-productivity-suite> |

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