Docupace has expanded its digital services with the acquisition of Hubly, a workflow management platform designed for financial advisors.

The acquisition, supported by Genstar Capital, enhances Docupace’s suite of digital solutions, providing more efficient tools for financial advisors. Hubly is known for automating complex workflows, allowing advisors to focus on client service.

The integration of Hubly’s platform enables Docupace to offer a more comprehensive solution to meet the growing demands of financial advisors. With this acquisition, Docupace is positioned to enhance both back-office and client-facing operations.

This move underscores Docupace’s commitment to shaping the future of financial advisory services.