Docupace

By Docupace

Onetime(Perpetual License)

Not Available

Docupace is an operations management platform that helps wealth management firms digitize and process data to increase productivity, efficiency, and profits in real-time. The platform comes with a suite of paperless tools that are specially designed to help users complete their work faster, in a more secure and error-free way. They can onboard new clients quickly with less manual work and reduce the NIGO rates significantly. Docupace provides firms with ample space to store their documents within a secure cloud-based vault besides allowing them to access and audit them, whenever they want. The platform also empowers incoming financial advisors to transit their entire book of businesses within 30 days. In addition, onboard advisors can depend on the same to review advertisements and take advantage of alternative investments. At last, Docupace enables advisors to monitor their individual businesses in real-time and reduce the need for home office personnel that were helping them to answer separate questions.