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What is Onthen?

Onthen enhances your onboarding process by bringing everything together on a single, branded task page, effectively removing the frustration associated with prolonged email conversations and necessary follow-ups. Embrace a streamlined communication approach and enjoy user-friendly checklists that keep the onboarding stages orderly and timely, allowing participants to complete their tasks effortlessly while you gather all essential information smoothly. This innovative platform features clear and concise to-do lists that delineate roles and deadlines for all parties involved. In addition, it promotes teamwork by offering a collaborative space for both you and your participants to engage and operate cohesively. Furthermore, it guarantees that all information is synchronized with your CRM, significantly boosting efficiency and productivity throughout the onboarding journey. With Onthen, you can focus on cultivating relationships rather than managing tedious administrative tasks.

What is Docupace?

Docupace is a provider of solutions aimed at digitizing and streamlining operations within the financial advice and investment sector. Financial services firms leverage the Docupace Platform, which is a comprehensive, cloud-based software suite, to cut back-office costs, enhance operational efficiency, improve recruitment efforts, and elevate the experience for both advisors and their clients. This platform is entirely dedicated to the financial advice and investment sector, ensuring that its solutions align perfectly with your unique challenges. The expertise of our team allows them to understand your business intricacies and communicate effectively, while our offerings maintain compliance with SEC and FINRA regulations. As a versatile platform, Docupace forms the backbone of the business processing strategies employed by our clients. With unique built-in functionalities, robust integrations with various third-party applications, and adaptable operational capabilities, the Docupace Platform is equipped to digitize or automate virtually any business process. Recognized as the leading and most reliable source for digital back-office solutions in the financial advice and investment industry, Docupace is trusted by firms of all sizes, including many of the largest in the United States, to manage more than $2 trillion in assets under management. This level of trust underscores the effectiveness and reliability of the Docupace Platform in meeting the evolving needs of its clients.

Media

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Media

Integrations Supported

SmartOffice

Integrations Supported

SmartOffice

API Availability

Has API

API Availability

Has API

Pricing Information

$19/user/month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Onthen Limited

Date Founded

2018

Company Location

United Kingdom

Company Website

onthen.com

Company Facts

Organization Name

Docupace

Date Founded

2002

Company Location

United States

Company Website

www.docupace.com

Categories and Features

Categories and Features

Document Management

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

Virtual Data Room

Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview

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