correctly the first time.
Docupace automatically pulls the correct forms in the correct order and checks for compliance errors, dramatically reducing NIGO rates.
Work at the speed of
With electronic processing, new account paperwork can be electronically signed, recorded, processed, confirmed, tracked, and transmitted — all within minutes.
Make more time for
Advisors have more important work to do than filling out repetitive forms and chasing down signatures. Reduce manual processes and give advisors more time to serve their clients.