ON DEMAND: Introducing the Digital Organizer

Feeling frustrated with the “simple” task of filing and retrieving digital documents? With the Digital Organizer from Docupace, you can easily gather and manage all your client documents and advisory firm files in a FINRA/SEC-compliant virtual vault.

We invite you to listen in as host Ryan George and Docupace SMEs Richard Thoeny and Larry Reiter demonstrate the different features of this turnkey solution to end your filing cabinet headache.

Click below to view the webinar recording to learn more about how your firm can take advantage of these solutions.

Introducing the Digital Organizer

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