michael.pendergrass
Acronym
Docupace
Product ID
Docupace
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Description
Docupace solutions help RIAs streamline onboarding, doc management & other functions
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Details
- Opening and maintaining accounts requires filling out a lot of paperwork with a ton of repeated information. It’s a lengthy process, and every error makes it even longer. What if you could eliminate errors and delays from your new business workflows?
- Docupace automatically pulls the correct forms in the correct order and checks for compliance errors, dramatically reducing NIGO rates.
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- With Docupace, you can shrink processing times from days to minutes. All the forms are preloaded into the Platform and client data is pulled directly from your CRM. Just start typing then watch as information automatically populates across all relevant forms.
- With electronic processing, new account paperwork can be electronically signed, recorded, processed, confirmed, tracked, and transmitted — all within minutes.
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- The Docupace Platform integrates with your operations and technology infrastructure and empowers your firm to:
• Reduce NIGO rates to low single digits
• Shorten the client onboarding process
• Auto-populate data from your CRM or another platform
• Catch errors and inconsistencies prior to submission
• Sign documents electronically with DocuSign and SIGNiX
• Track account processing in real time from any office - Advisors have more important work to do than filling out repetitive forms and chasing down signatures. Reduce manual processes and give advisors more time to serve their clients.
Features
The Docupace Platform is an adrenaline shot for thriving advisory and investment firms. Deploying its dynamic, scalable platform empowers firms to bring on more advisors, improve client satisfaction and confidence, and reduce costs and headaches in the back office. The entire Docupace Platform is built on five foundational elements: data processing, data storage, security & compliance, APIs & integrations, and workflow engines.
- Client Onboarding: Clients can use a single platform to process all lines of business with a streamlined universal account opening and maintenance process.
- Document Management: Docupace’s document management solutions for wealth management allows clients to manage documents confidently in an SEC- and FINRA-compliant cloud environment.
- Disclosure Delivery: Docupace’s comprehensive paperless solution makes regulatory compliance easier for brokerdealers and advisors.
Vendors
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Schwab Products
Solution