Additional Reviews
"Your firm can choose from three New Account workflow templates (Small, Standard, and Large). The Standard and Large workflows include additional options for routing between the Service Associate (SA) and the Financial Professional (FP) before signing. Your Docupace team will review the options during implementation."
Example (Sending a Work Item to eSign)
There are several Service Associates and Financial Professionals pre-configured.
The Service Associate and the Financial Professional will not always have a one-to-one relationship. Several FPs could share one SA, or conversely, several Service Associates could share one Financial Professional.
User role and access rights determine the associations.
A. Service Associate
B. Financial Professional
C. Client
D. Service Associate
Audience: Service Associates, Financial Professionals
Feature: The RIA Productivity Suite is a toolkit for Advisory firms to digitize, streamline, and automate operations.
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