Tag Archives: document management
Docupace Announces Partnership with Advisor Group
Advisor Group and its three broker-dealers—FSC Securities, Royal Alliance and SagePoint Financial—have partnered with Docupace Technologies to offer Docupace’s web-based workflow solution to all of the firms’ 4,800 independent financial advisors—seamlessly tying together existing systems with new options for electronic processing and building efficiencies for advisors and the home office. Learn more