Wealth Management Has a Data Problem. Docupace Wants to Fix It.

Featured image: Docupace CEO Brian Filanowski

Behind every financial plan are documents and systems that must somehow work together. This operational complexity that brings together unlikely partners unfolds with a singular objective in mind: to move client information across custodians and workflows. The journey often takes place across platforms.

In order to address the pain points of repeated data entry and disconnected records that have dogged financial advisors for years, Docupace, the back-office enterprise software provider to wealth management, said it is making available a new architecture that will enable the underlying data to become more connected.

According to an announcement issued Wednesday, Docupace said Docupace Next 1.0 is more than a new interface. The wealthtech provider says it wants to rethink how information is organized,, starting with the client record, and to have information so synchronized it’s “captured once, and used everywhere.” Bottom line? Save advisors time.

Keep Information Centralized

Docupace Next includes reusable contact records and structured relationships that let firms maintain information centrally, and use it repeatedly across accounts and workflows. Docupace CEO Brian Filanowski put it this way: “Docupace Next improves how information moves through wealth operations today and gives us a strong foundation to build on. Customers keep the workflows and operational capabilities they rely on, and gain a more connected way to manage their data and serve their clients.”

The benefits, according to Docupace, become tangible when a single data layer changes the way routine tasks get done. Contacts and relationships can be reused across multiple accounts. Documents from separate work items can be combined into one e-signature packet. Integrations and a public GraphQL API help connect the platform to other systems.

In 2025, according to Docupace, the platform processed 17 million work items and stored 655 million documents. For the firm, the longer-term bet is that connected data could make wealth management’s next wave of automation more useful.