---
description: Detailed reviews on RIA Productivity Suite based on features, pricing, usability, and ratings. Get a quick overview advantages and disadvantages thanks to GetApp United Arab Emirates. Compare RIA Productivity Suite with similar products.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: RIA Productivity Suite Reviews, Prices & Ratings | GetApp UAE 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.ae/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 Software
- Client Management
- Compliance Management
- Customizable Branding
- Document Management Software
- Electronic Forms
- Electronic Signature
- Onboarding Software
- Single Sign On Software
- Templates
- Third-Party Integrations
- Workflow Management Software

## 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 Software
- Phone Support
- Chat

## Category

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

## Alternatives

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

## Links

- [View on GetApp](https://www.getapp.ae/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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