#USA #Holmdel #Docupace #Hubly #PreciseFP

Docupace's Technological Breakthrough in Financial Advisory Operations

In a remarkable advancement for the wealth management industry, Docupace announced that its AI-driven platforms, PreciseFP and Hubly, collectively eliminated over 200,000 manual hours of work for financial advisors in 2025. This transformation not only boosts operational efficiency but also enhances the overall client experience.

According to Docupace, the adoption of its technology resulted in significant productivity gains valued at approximately $29.7 million. Specifically, PreciseFP managed to save advisors nearly 198,012 hours by automating the often tedious client data collection processes, thereby allowing advisors to redirect their focus towards their clients.

A Game-Changer for Wealth Management Firms

Financial advisors have struggled to manage time efficiently, with research indicating that nearly 28% of their time is consumed by administrative tasks rather than engaging directly with clients. These challenges primarily arise from the manual entry of client information into disparate systems, which can be both time-consuming and prone to errors. However, with PreciseFP, which captured 21.8 million data elements in 2025, this manual process is being transformed into a seamless experience. This figure represents a substantial 30% increase from 2024.

Moreover, PreciseFP facilitated close to 396,024 automated data transfers among integrated applications, signifying an essential shift towards more efficient operations. Each advisor stands to gain significantly; for instance, one advisor, charging $150 per hour and managing 100 clients, could recover around $45,000 in valuable time simply from using PreciseFP.

Automating Workflows: Hubly’s Role

Additionally, Hubly, another engine in Docupace’s arsenal, supports advisors by streamlining operational workflows within Registered Investment Advisor (RIA) firms. In 2025, Hubly users engaged in completing over 719,559 workflows and 3.9 million individual tasks, signifying a dramatic 57% and 69% increase year-over-year, respectively. The uptake in using written data forms grew an astounding 141% from the previous year, reflecting advisors' urgent need for systematic processes to manage essential client information.

Hubly’s growth and its capacity to reduce manual workloads through automation add significant value for financial advisors seeking efficient operation while also adhering to regulatory standards.

Looking Toward the Future

As we move into 2026, the landscape for financial advisory firms is changing rapidly. The mounting pressures from regulation, competition, and client expectations drive the demand for firms to adopt operational efficiency as a strategic advantage. According to Ryan George, CMO at Docupace, those firms that leverage technology not just as a tool, but as a guiding principle for organizational operations will thrive.

Docupace emphasizes that operational efficiency, or what they term