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A digital operations platform designed |
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for wealth management companies. |
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It allows firms to digitize their work, creating an almost paper-less office |
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Some of the main functionality of Docupace is:
Digitized forms: storing relevant forms for every transaction; populating them automatically with client data; synchronizing fields across multiple forms; processing eSignatures through partners like DocuSign and SIGNiX.
Workflows: routing forms and other documents through configurable workflows, thus automating compliance and business process rules; showing alerts and notifications, based on business rules; giving an overview to managers, by showing statistics about current work items in workflow queues.
Integration with other systems: integrations with CRMs, financial planning software, data managers, e-signature platforms, clearing houses, custodians, and more.
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