Docupace Cost Savings Calculator for Wealth Management
How much can we save your business by going paperless? Type in your firm’s approximate values to see how much you could save with a digital operations platform.
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Savings per Application
$0
Annual Savings per Advisor
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Annual Savings for Your Firm
$0
Additional Potential Revenue in 5 Years
$0
*Assumptions
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Assumptions
Burden reduction: 65%
Burden reduction is the expected efficiency rate when using the Docupace ePACS ® fully electronic account opening system vs. traditional account opening.
NIGO Rate with Docupace: 8%
Not In Good Order – The percentage of applications that do not get fully processed the first time due to errors or missing information.
Disclaimer
Disclaimer
Burden reduction: 65%
Burden reduction is the expected efficiency rate when using the Docupace ePACS ® fully electronic account opening system vs. traditional account opening.
NIGO Rate with Docupace: 8%
Not In Good Order – The percentage of applications that do not get fully processed the first time due to errors or missing information.