The Docupace System simplifies the way wealth management firms process information, increasing their efficiency, productivity, and profit. It is a digital operations platform designed specifically for wealth management companies. With paperless workflows, Docupace streamlines business for home offices, advisors, and investors. It allows firms to digitize their work, creating an almost paper-less office.
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.
The Docupace system is configurable in numerous ways. Docupace Start wizard is only one of the elements that can be configured for each Client Company (Client site). This guide is a part of a much larger system of developer documents that describe how to configure the Docupace system for a specific Client (site).