---
description: Discover the benefits and disadvantages of Client Onboarding.  Learn the software price, see the description, and read the most helpful reviews for UK business users. 
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Client Onboarding Pricing, Cost & Reviews - Capterra UK 2026
---

Breadcrumb: [Home](/) > [Forms Automation Software](/directory/10023/forms-automation/software) > [Client Onboarding](/software/211688/client-onboarding)

# Client Onboarding

Canonical: https://www.capterra.co.uk/software/211688/client-onboarding

> Streamline the way you open, send, and track business and spend more time on what’s important— servicing your clients.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

-----

## Overview

### Who Uses Client Onboarding?

Wealth management firms
Broker-dealers
RIAs
Financial advisors

## About the vendor

- **Company**: Docupace
- **Founded**: 2005

## Commercial Context

- **Pricing model**: Per User (Free Trial)
- **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

- Customisable Forms
- Drag & Drop
- Electronic Signature
- Forms Creation & Design
- Forms Management
- Process/Workflow Automation
- Third-Party Integrations

## 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

- [Forms Automation Software](https://www.capterra.co.uk/directory/10023/forms-automation/software)

## Alternatives

1. [Jotform](https://www.capterra.co.uk/software/158456/jotform-4-0) — 4.7/5 (2795 reviews)
2. [Google Forms](https://www.capterra.co.uk/software/176571/google-forms) — 4.7/5 (11366 reviews)
3. [Connecteam](https://www.capterra.co.uk/software/153140/connecteam) — 4.6/5 (5060 reviews)
4. [Google Workspace](https://www.capterra.co.uk/software/168389/google-workspace) — 4.7/5 (17484 reviews)
5. [Docusign](https://www.capterra.co.uk/software/121506/docusign) — 4.7/5 (9271 reviews)

## Links

- [View on Capterra](https://www.capterra.co.uk/software/211688/client-onboarding)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/211688/Client-Onboarding/> |
| en-AE | <https://www.capterra.ae/software/211688/client-onboarding> |
| en-AU | <https://www.capterra.com.au/software/211688/client-onboarding> |
| en-CA | <https://www.capterra.ca/software/211688/client-onboarding> |
| en-GB | <https://www.capterra.co.uk/software/211688/client-onboarding> |
| en-IE | <https://www.capterra.ie/software/211688/client-onboarding> |
| en-IL | <https://www.capterra.co.il/software/211688/client-onboarding> |
| en-IN | <https://www.capterra.in/software/211688/client-onboarding> |
| en-NZ | <https://www.capterra.co.nz/software/211688/client-onboarding> |
| en-SG | <https://www.capterra.com.sg/software/211688/client-onboarding> |
| en-ZA | <https://www.capterra.co.za/software/211688/client-onboarding> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"Capterra UK","address":{"@type":"PostalAddress","addressLocality":"Egham","addressRegion":"ENG","postalCode":"TW20 9AH","streetAddress":"Tamesis, The Glanty, Staines-upon-Thames Egham TW20 9AH United Kingdom"},"description":"Capterra UK helps millions of people find the best business software. With software reviews, ratings, infographics, and the most comprehensive list of business software.","email":"info@capterra.co.uk","url":"https://www.capterra.co.uk/","logo":"https://dm-localsites-assets-prod.imgix.net/images/capterra/logo-a9b3b18653bd44e574e5108c22ab4d3c.svg","@id":"https://www.capterra.co.uk/#organization","@type":"Organization","parentOrganization":"Gartner, Inc.","sameAs":["https://twitter.com/Capterra","https://www.facebook.com/Capterra/","https://www.linkedin.com/company/capterra/","https://www.youtube.com/channel/UCEt7vQSPiPlPAblHdhJAqnA"]},{"name":"Client Onboarding","description":"The Comprehensive Paperless Client Onboarding Solution for Wealth Management\n\nUse a single platform to process all lines of business with a streamlined universal account opening and maintenance process. \n\nA Cloud-Based, SEC- and FINRA-Compliant, Straight-Through Processing Solution.\n\nPull in client data from your CRM or just start typing, then watch as that information automatically populates across all relevant forms. Meanwhile, Docupace scans everything for errors and inconsistencies.\n\nOpening and maintaining accounts requires filling out a lot of paperwork with a ton of repeated information. It’s a lengthy process, and every error makes it even longer. What if you could eliminate errors and delays from your new business workflows?","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/6755d4f4-876b-4d29-a6be-e2e76b45a7e9.png","url":"https://www.capterra.co.uk/software/211688/client-onboarding","@id":"https://www.capterra.co.uk/software/211688/client-onboarding#software","@type":"SoftwareApplication","publisher":{"@id":"https://www.capterra.co.uk/#organization"},"applicationCategory":"BusinessApplication","operatingSystem":"Cloud"},{"@id":"https://www.capterra.co.uk/software/211688/client-onboarding#faqs","@type":"FAQPage","mainEntity":[{"name":"What is Client Onboarding?","@type":"Question","acceptedAnswer":{"text":"The Comprehensive Paperless Client Onboarding Solution for Wealth ManagementUse a single platform to process all lines of business with a streamlined universal account opening and maintenance process. A Cloud-Based, SEC- and FINRA-Compliant, Straight-Through Processing Solution.Pull in client data from your CRM or just start typing, then watch as that information automatically populates across all relevant forms. Meanwhile, Docupace scans everything for errors and inconsistencies.Opening and maintaining accounts requires filling out a lot of paperwork with a ton of repeated information. It’s a lengthy process, and every error makes it even longer. What if you could eliminate errors and delays from your new business workflows?","@type":"Answer"}},{"name":"Who Uses Client Onboarding?","@type":"Question","acceptedAnswer":{"text":"Wealth management firmsBroker-dealersRIAsFinancial advisors","@type":"Answer"}}]},{"@id":"https://www.capterra.co.uk/software/211688/client-onboarding#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Forms Automation Software","position":2,"item":"/directory/10023/forms-automation/software","@type":"ListItem"},{"name":"Client Onboarding","position":3,"item":"/software/211688/client-onboarding","@type":"ListItem"}]}]}
</script>