Docupace Unveils Advisor First Widgets and Expands Platform Flexibility

LOS ANGELES—August 16, 2018—Docupace Technologies, Inc., the leader in secure and compliant cloud-based workflow and document management automation solutions for the financial services and wealth management industry, recently announced the Summer 2018 Product Release to their customers on August 9th. This release emphasizes advisor focused widgets that will have benefits for its enterprise customers.

“Widgets are customizable Docupace application extensions which provide quick-access, ‘Single-Pane-of-Glass’ view of essential data and functionality on the user dashboard screen,” said Michael Pinsker, Founder and Chairman of Docupace Technologies. Our customers have been asking for intuitive, flexible, secure, and innovative ways to elevate the advisor and client experience. We are excited to offer these tools to the financial professionals in the field, broker-dealers, and registered investment advisors (RIAs) and enhance the value of using the Docupace platform.”

Advisor focused widgets include:

  • Concierge Widget: Simplifies the submission of business and advertising materials by the advisor to the back office for review and processing.
  • Forms Widget: Provides the advisor quick access to the forms library and the available forms in Docupace.
  • Business Status Widget: Provides the advisor a unified view of the status of work items in NIGO, In Process, or Completed based on the request status.

Docupace customers should contact their account managers for more details.

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