Docupace has created  a  document imaging system with the goal of creating a truly paperless office – not  just to use  for applications and filings with the home office and/or its clearing firm, but to also provide storage  for other kinds of documents, as well, like supporting documents to clients' financial plans or your company's own organizational and administrative paperwork.

This solution caters specifically to the independent field office. If independent reps want to increase revenues, increase AUM, increase income and retain clients, they need to leverage their time and minimize activities that do not contribute to the bottom line. Clearly, technology tools can help and with the amount of documents a rep is required to maintain, an imaging system is central to those needs.

Thousands of independent reps are currently utilizing Docupace’s on demand paperless office solution for financial advisors. Each may have a unique need: no central broker dealer solution, too costly a broker dealer sponsored solution, limited breadth of functionality in broker dealer solution, or simply the desire for autonomy. In all these – and many other cases, independent reps have successfully deployed and taken their offices with Docupace.

Some of the key features of the field office solution:

• Docupace best practices for independent BD field offices- 100’s already deployed
• Low cost to enter and maintain
• Focus on your business, not on your technology
• Completely paperless office – not just BD documents, but all your enterprise documents
• Advanced scanning solution for existing stored documents

Contact Docupace to Learn More why Docupace has successfully rolled out its Field Office Solution to 100s of independent reps.