Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 17 Next »

 Version History

Date

Change

July 2022

Initial Version

Using the App

The New Account Opening App allows you to quickly create a new account for a specific client.

Creating a New Client

Audience: Users of the RIA Productivity Suite

Functionality: The RIA Productivity Suite is a toolkit for Advisory firms to digitize, streamline, and automate operations Quick Start is a page in Docupace that allows you to access many convenient apps. The New Account Opening App allows you to quickly create a new account for a specific client.

Related Pages

  • No labels

© Docupace Technologies 2020 | Documentation Dashboard