---
description: Get detailed information about RIA Productivity Suite and how it can help you meet your business needs. Learn more about RIA Productivity Suite price, benefits, and disadvantages for businesses in Singapore.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: RIA Productivity Suite Pricing, Cost & Reviews - Capterra Singapore 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.com.sg/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
- Onboarding
- 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.capterra.com.sg/directory/33476/client-onboarding/software)

## Alternatives

1. [Rocketlane](https://www.capterra.com.sg/software/1015299/rocketlane) — 4.7/5 (127 reviews)
2. [Bigin by Zoho CRM](https://www.capterra.com.sg/software/204998/bigin-by-zoho-crm) — 4.7/5 (724 reviews)
3. [Clientary](https://www.capterra.com.sg/software/1036462/clientary) — 4.7/5 (100 reviews)
4. [LaunchBay](https://www.capterra.com.sg/software/1064920/motion-io) — 4.8/5 (49 reviews)
5. [Process Street](https://www.capterra.com.sg/software/135004/process-street) — 4.7/5 (648 reviews)

## Links

- [View on Capterra](https://www.capterra.com.sg/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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