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ePACS Data Room: Review

What is ePACS?

The Epacs Productivity Suite is a straight-through processing platform intended for use by financial service firms. Developed by Docuspace Technologies, this paperless, cybersecure platform is compliant and is a great software for back office needs. From advisor on-boarding, advertising review process, and transition assistance, this SEC and FINRA compliant software is a complete suite for productivity that is based completely in the Cloud.

Included in the Epacs Productivity Suite is the ePACS Data Room.

Intended Users

Docuspace is a single-vendor platform that is perfect for RIAs, Advisors, Broker-Dealers, and other financial services. The virtual data room is great for mid-size and large enterprises that need a secure VDR — either standalone or with the ePACS Productivity Suite.

The ePACS Data Room is ideal for major transactions, large projects, contract negotiations, mergers and acquisitions (M&A), and other transactions that involve multiple parties.


  • Cloud, Web, SaaS

The ePACS Productivity Suite

This Suite by Docuspace features nine modules into this software:

  • ePACS Connect
  • ePACS Straight-Through Processing
  • ePACS Centralized Vault
  • ePACS Data Room
  • ePACS Compliant Mail
  • ePACS Advisor On-Boarding
  • ePACS Transition Assistant
  • ePACS Advertising Review
  • ePACS AI Solution

We are going to focus on the ePACS Data Room.

ePACS Data Room

The ePACS Data Room is a 100% web- and cloud-based VDR that offers high security, version control, compliance, and access permission tracking. This VDR is ideal for large transactions that require multiple parties such as M&A, contract negotiations, and major projects.

This VDR by Docuspace is very customizable when it comes to auditability and access rights, so as an administrator, you can restrict or allow compartmentalized or sensitive documents and data to certain, authorized users only.

The ePACS Suite, including its VDR, was created and is hosted by Docuspace’s secure cloud infrastructure. This gives all users a superior collaborative platform that makes it easy for a group of individuals to manage, update, and access secure documents, efficiently and securely.

Ideal for Broker-Dealers, Advisors, and RIA, you can enjoy the following features of the ePACS Data Room:

  • Secure sharing of documents with custom control over access level
  • Eliminate misplaced or lost documents
  • Track document versions electronically
  • Enable compliant and secure collaboration
  • Excellent for HR documents, financial documents, books, records-management, and procurement.
  • Hands-on professional assistance
  • Hassle-Free Process
  • Attach rich data indexing and notes to documents
  • Create virtual work rooms where users can access documents anywhere at anytime
  • Go 100 Percent Paperless

ePACS allows users to process all lines of business, to get their paperwork right the first time, to go 100% paperless, maintain regulatory compliance, and to get commissions and fees paid quicker.

100% Paper Free


  • Live Online
  • In Person


  • Online
  • Business Hours

Free Demo

You can watch a free demo instantly through the following link:



When it comes to pricing, you must contact Docuspace Technologies to inquire about the right ePACS for their business or service. You can choose to purchase the ePACS Productivity Suite, which includes the ePACS Data Room, or you may be able to pick and choose which of the nine modules in the suite you want.

Docuspace is based in Los Angeles, California.

Contact Information

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