Docupace, the financial advisory back-office software firm, announced that its artificial intelligence-enabled client data gathering and onboarding platform, PreciseFP, and its workflow automation system, Hubly, cut about 200,000 hours of manual tasks and automated roughly 4 million tasks for wealth managers in 2025.
PreciseFP saved 198,012 hours, a 28% increase year over year, representing $29.7 million in productivity gains, by automating client data collection and eliminating redundant manual entry for more than 400,000 client accounts, the firm said.
"These year-end results demonstrate that we're not just making incremental improvements, we're fundamentally transforming how advisors operate, giving them back thousands of hours to focus on what truly matters: serving their clients," said Ryan George, Docupace's chief marketing officer.
Industry research indicates that financial advisors spend about 28% of their time on administrative tasks rather than client-facing activities, according to the firm.
In 2025, PreciseFP automatically captured and processed 21.8 million data elements that otherwise would require manual entry — a 30% increase from 16.7 million in 2024, Docupace reported. The platform also facilitated 396,024 automated data transfers between integrated applications, up 28% from 2024, ensuring that client information flows seamlessly across the advisor's technology ecosystem without manual intervention.
An advisor with a $150 hourly rate working with 100 clients over the year would reclaim $45,000 of time on a $1,000 spend on PreciseFP, the firm said.
Hubly users completed 719,559 workflows and 3.9 million individual tasks in 2025, representing a 57% and 69% year-over-year increase, respectively, the firm reported. Hubly users also completed 225,430 data forms in 2025 — a 141% increase from the prior year.
"Hubly's explosive growth in data form usage tells us that fast-growing RIA firms are recognizing they need systematic ways to capture and manage processes," George said.
Hubly also saw 48% growth in households serviced, surpassing 30,000, while supporting 39% more lead advisors and their service teams, Docupace said.
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