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Opening a New Account (RIA Productivity Suite)
Opening a New Account (RIA Productivity Suite)
Overview: The New Account Opening App allows you to create a new account for a specific client quickly.
Further steps: Once you add initial information for a new account to Docupace, a Work Item with relevant forms is created. Depending on your firm's workflow, the Work Item then travels through a review cycle, signing steps, and arrives at the Back Office for final processing.
How to Open a New Account
How to Create a New Client
Audience: Users of the RIA Productivity Suite, Service Associates, Financial Professionals
Functionality: The RIA Productivity Suite is a toolkit for Advisory firms to digitize, streamline, and automate operations. The New Account Opening App allows you to create a new account for a specific client quickly.
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