Docupace works with the Broker-Dealer or RIA to custom-build a Transition Assistant site according to the firm’s specific instructions and complete with all necessary forms.
Docupace contracts directly with the advisor and walks them through the re-papering process. Hands-on concierge service is available from the Advisor Transitions team throughout the process.
The advisor completes a final review, signs the completed forms, and all necessary data is transferred to the broker-dealer or RIA for processing.
The advisor is ready to continue serving their clients and work with their new firm, having experienced minimal business interruption.