If you feel like you do not have enough time for clients and strategic growth, you are not alone. A recent survey by J.D. Power found that nearly one-third of advisers report not having enough time to spend with clients because of time-consuming administrative tasks. And among advisers who claim they do not have enough time, more than 40% spend more time on tasks such as administrative work and compliance than on interacting with clients.

Luckily, there is a simple solution to free up more time for human-based tasks without sacrificing quality: automation. The most time-consuming tasks, such as data entry, document storage and scheduling, can be automated to provide smoother processes and more accurate results, freeing up time for more important tasks, like building relationships with clients. Your best tool for automation? Docupace. As a leader in automation for financial advisers and firms of all sizes, Docupace can streamline workflows for clients, advisers and back-office staff.

Here are some key tasks Docupace can automate:

1. Collecting client information

Gathering accurate client information is critical to delivering tailored financial advice, but the process can quickly become a source of friction if it relies on manual steps or disconnected systems. When data is spread across PDFs, emails, or handwritten forms, advisers waste time chasing details and rekeying the same information into multiple tools.

Docupace simplifies how client information is collected, stored and shared by acting as the central hub for your data. Whether it enters your system through a CRM, a third-party data tool or a custom onboarding process, Docupace keeps it all organised, secure, and audit-ready. Integrated workflows eliminate redundant data entry and give advisers immediate access to the information they need without delay or guesswork.

By providing structured, accessible, and real-time visibility into client data, Docupace ensures your team can serve clients faster and with more confidence.

2. Streamline new account opening from the start

When managed manually, tracking and nurturing leads for potential new clients can be challenging and time-consuming.

Opening a new account should feel effortless for both clients and advisers, but when the process is handled manually, it often creates unnecessary delays and friction. Tracking leads, collecting forms, chasing signatures and ensuring compliance takes valuable time away from client service and introduces more risk for errors.

Advisers can see exactly where each new client stands, while operations teams benefit from built-in compliance checks and real-time status updates that reduce NIGOs and eliminate back-office bottlenecks.

The result is a faster, more accurate, and fully digital onboarding experience that gives clients confidence from day one and gives your team time back to focus on high-value work.

3. Managing documents

Managing documents in a wealth management firm involves more than just going paperless. It means maintaining strict compliance, ensuring instant access to records, and protecting sensitive data at every step. When these tasks are handled manually or scattered across systems, they eat up time, increase risk and frustrate both teams and auditors.

Docupace brings all books and records — past and present — into a secure, centralised platform built to meet SEC and FINRA requirements. Instead of searching through email threads, shared drives, or file cabinets, advisers and operations teams can quickly retrieve what they need in just a few clicks. When working manually, employees spend an average of two hours per day looking for documents or information they or others need to do their jobs.

With automatic filing, WORM-compliant cloud storage, and role-based access controls, Docupace simplifies how firms manage documents while supporting full audit readiness. The result is a modern document experience that reduces operational drag and improves firm-wide confidence in how information is handled.

4. Strengthening compliance without slowing down

Staying compliant is not optional, but it should not require hours of manual oversight or a mess of disconnected tools. When compliance processes rely on spreadsheets, separate systems or outdated workflows, it creates unnecessary risk, increases the chance of errors, and makes your team less responsive to regulatory changes.

Docupace streamlines compliance and surveillance by centralising everything in one intelligent platform built specifically for wealth management. Advisers and compliance teams can automate monitoring, apply custom rules and get real-time alerts that flag issues before they become problems. Whether it is trade surveillance, document review or licensing updates, everything is logged, traceable and audit-ready.

Instead of scrambling to meet evolving requirements or digging through multiple systems, your team can manage compliance confidently and proactively with tools that support your entire operation

5. Staying on top of client meeting prep

Client meetings are high-value moments, but the prep work behind them can be time-consuming. From gathering forms and paperwork to ensuring compliance and accuracy, a lot has to happen before you ever sit down with a client.

Docupace helps eliminate the operational drag by digitising the prep process. With automated workflows, prefilled forms and real-time data syncing, firms can get everything in place ahead of meetings without the back-and-forth. Advisers stay organised and focused, while the back office keeps tasks moving efficiently behind the scenes.

Instead of chasing signatures, missing paperwork or rekeying data last minute schedule a discovery call to learn more about the impact of Docupace.

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