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Docupace enables broker-dealers, RIAs & advisors to save time, money, & effort with a cloud-based advisor transitions solution. Docupace uses a digital process that quickly pre-populates all new account paperwork & significantly reduces NIGOs. - New account forms are pre-filled & ready to sign before the U4 drop date - Lines of business are covered - Documents are stored in a secure & compliant cloud-based vault - Expert assistance is available to the advisor throughout the process
Provider
Docupace
Located In
United States
Foundation
2005
Open API
Yes
Deployment
Cloud, SaaS, Web-Based
Training
In Person, Live Online, Webinars, Documentation, Videos
Support
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat
Wealth management firms Broker-dealers RIAs Financial advisors
Content Source: Advisor Transitions
Green rating bars show the winning product based on the average rating and number of reviews.