RIA Productivity Suite Guides
- Inese Auzina
- Mercedes Rothwell
- Liz Pavlik
Overview: The RIA Productivity Suite is tailored for the Registered Investment Advisor (RIA) industry. It streamlines business processes and operations within RIAs to address the need for flexibility and efficient delivery. This comprehensive solution enhances client onboarding by seamlessly integrating with widely used 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 Guides (Docupace Platform User Guides)
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Data Files for RIA Productivity Suite Management (Docupace Platform User Guides)