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About
Simplify exchanges with your clients and partners, secure your exchanges and sensitive documents, and automate time-consuming tasks. Attorneys, transaction advisors, accountants, in-house counsels, funds, etc. The simplicity of a shared space, the best-in-class features, and foolproof security look no further, Closd is the most competitive data room on the market. Open collaborative workspaces and invite your clients and partners. Discover a new way to manage your matters and transactions from start to finish and focus on your expertise rather than on the process. No more backtracking and checklists on Word. Give your partners a real-time view of the project’s progress, and save and reuse your checklists to automate your processes. Save countless hours on your contract signatures and closings, in physical meetings or remotely. Take advantage of our Docusign and Certeurope integrations and discover features you won’t find elsewhere.
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About
Docupace is a solutions provider focused on digitizing and automating operations in the financial advice and investment industry. Financial services firms use the Docupace Platform (a cloud-based, integrated software suite) to reduce back-office expenses, improve efficiency, strengthen recruiting, and enhance the experience of advisors and their clients.
The Docupace Platform is an adrenaline shot for thriving advisory & investment firms. Deploying our dynamic, scalable platform empowers firms to: Bring on more advisors; Improve client satisfaction and confidence; & reduce costs & headaches in the back office.
The Platform isn’t a single point solution that only solves a specific problem—it eliminates friction from the system. With dynamic workflows that bridge the gaps between investors, advisors, and the back office, the Docupace Platform keeps everyone on the same page, reduces admin time, eliminates errors, lowers costs, & turns common complaints into satisfying interactions.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Enterprises wanting a tool to manage and accelerate their legal transactions
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Audience
Wealth Management Firms/Registered Investment Advisers (RIAs)
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationClosd
France
www.closd.com/en/
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Company InformationDocupace
Founded: 2002
United States
www.docupace.com
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Categories |
Categories |
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Virtual Data Room Features
Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview
Document Management Features
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
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Integrations
Collateral Analytics
Docusign
Microsoft 365
Microsoft Excel
Microsoft Word
SmartOffice
iManage
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Integrations
Collateral Analytics
Docusign
Microsoft 365
Microsoft Excel
Microsoft Word
SmartOffice
iManage
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