The Compliance TRACKR from Docupace delivers end-to-end processing, tracking, storage and audit functionality to meet all current disclosure requirements with a “digital first” mindset.
End-to-end digital delivery and automation enables advisors to spend less time on paperwork and more time with clients.
Compliance TRACKR simplifies Reg BI (Form CRS), Form ADV and DOL Rule requirements.
Digital-first, mail-second process cuts costs associated with data entry, printing, mailing, faxing and filing records.
Schedule a one-on-one session with a Solutions Expert.
Schedule a one-on-one session with a Solutions Expert.
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