Document management technology is an essential part of any compliance, business continuity and productivity improvement initiative for a broker dealer. The ability to access the right information, at the right time to support decision making—regardless of where you are will drive efficiency. Having information secured, backed up, even housed at redundant geographic locations will assist with business continuity and demonstrating the ability to preserve the integrity and confidentiality of business records, producing them on-demand addresses the core of compliance.

This is what Docupace can help you accomplish with your back office processing requirements. Solutions for managing document-based information and automating paper-centric business processes in the back office offered by Docupace allow organizations to reduce cost and achieve objectives by:

• Reducing cycle times with automated content-centric processing
• Ensuring complete information and accuracy for improved vendor and client relationships
• Integrating with other applications for simpler retrieval of documents
• Reducing storage costs with a central electronic repository
• Mitigating risk with automatic audit trails, document histories and records management

Docupace provides document scanning, hosting services and complete installations of Electronic Content Management (ECM) to support back office processing. Because our outsourced, managed service offerings allow you to deploy rapidly, your savings toward return on your investment begin immediately. Regardless of the size of your organization, Docupace can deliver a solution that’s right for your broker dealer.