---
description: Learn more about RIA Productivity Suite pricing, benefits, and disadvantages for your business in Canada. Read verified software reviews and find tools that fit your business needs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: RIA Productivity Suite Pricing, Reviews & Features - Capterra Canada 2026
---

Breadcrumb: [Home](/) > [Client Onboarding Software](/directory/33476/client-onboarding/software) > [RIA Productivity Suite](/software/1066261/ria-productivity-suite)

# RIA Productivity Suite

Canonical: https://www.capterra.ca/software/1066261/ria-productivity-suite

> Client onboarding and productivity designed to help registered investment advisors (RIAs) digitize and streamline their operations.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## Overview

### Who Uses RIA Productivity Suite?

Wealth management firms
Broker-dealers
RIAs
Financial advisors

## 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

- Client Management
- Document Management Software
- Onboarding Software
- 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.capterra.ca/directory/33476/client-onboarding/software)

## Alternatives

1. [LaunchBay](https://www.capterra.ca/software/1064920/motion-io) — 4.8/5 (49 reviews)
2. [Rocketlane](https://www.capterra.ca/software/1015299/rocketlane) — 4.7/5 (127 reviews)
3. [Time To Pet](https://www.capterra.ca/software/144329/time-to-pet) — 4.9/5 (271 reviews)
4. [Bigin by Zoho CRM](https://www.capterra.ca/software/204998/bigin-by-zoho-crm) — 4.7/5 (724 reviews)
5. [Clientary](https://www.capterra.ca/software/1036462/clientary) — 4.7/5 (100 reviews)

## Links

- [View on Capterra](https://www.capterra.ca/software/1066261/ria-productivity-suite)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/10020585/RIA-Productivity-Suite/> |
| en-AE | <https://www.capterra.ae/software/1066261/ria-productivity-suite> |
| en-AU | <https://www.capterra.com.au/software/1066261/ria-productivity-suite> |
| en-CA | <https://www.capterra.ca/software/1066261/ria-productivity-suite> |
| en-GB | <https://www.capterra.co.uk/software/1066261/ria-productivity-suite> |
| en-IE | <https://www.capterra.ie/software/1066261/ria-productivity-suite> |
| en-IL | <https://www.capterra.co.il/software/1066261/ria-productivity-suite> |
| en-IN | <https://www.capterra.in/software/1066261/ria-productivity-suite> |
| en-NZ | <https://www.capterra.co.nz/software/1066261/ria-productivity-suite> |
| en-SG | <https://www.capterra.com.sg/software/1066261/ria-productivity-suite> |
| en-ZA | <https://www.capterra.co.za/software/1066261/ria-productivity-suite> |

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