RIA Productivity Suite
- Inese Auzina
- Liz Pavlik
- Mercedes Rothwell
Overview: The RIA Productivity Suite is designed for the RIA industry. It meets the flexibility and delivery requirements of Registered Investment Advisors by optimizing RIA business processes and operations. This solution accelerates client onboarding through integration with popular CRM systems.
RIA Productivity Suite’s main functionality includes:
Electronic Processing of All Work Items
Automated, Rules-based Data Validations
Dynamic Forms Processing
Audience: Registered Investment Advisors (RIAs), Users of the RIA Productivity Suite
Functionality: RIA Productivity Suite is a Docupace solution tailored to advisory firms.
Out-of-the-box it has these features:
FINRA/SEC/Regulatory compliant document storage
Document indexing and retrieval
Hierarchical Access based on Supervisory and Sales structure
Centralized and Decentralized Scanning
CRM Integrations
Digital Back Office Xpress
End-to-end pre-defined workflows
Pre-configured Custodial form validations and bundles for:
Axos Advisor
Pershing Advisory Services (PAS)
Charles Schwab
Pershing
Fidelity Clearing
Related Pages:
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RIA Productivity Suite (Docupace Platform User Guides)
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Data Files for RIA Productivity Suite Management (Docupace Platform User Guides)