Solution introduction
The Modern Digital Account Opening Software for Financial Advisors
Docupace makes new account opening and maintenance processes surprisingly simple
Docupace works the way you do — friendly, intuitive and responsive
Clients expect fast, secure and reliable financial services. Docupace’s digital new account opening solution helps your firm meet these expectations with confidence, enhancing operational consistency and compliance to create a lasting impression. Streamline your workflows, reduce repetitive tasks and let advisors focus on advisory work over administration.
Share forms across your document ecosystem — everything you need to open an account is just clicks away. With wizard-driven forms, there’s no need for manual typing. Bi-directional data integration keeps your data live and accurate across all systems.
Eliminate delays with streamlined account opening
Today’s clients want a fast and smooth experience. Docupace’s digital account opening solution ensures quick, compliant and reliable processes for both advisors and clients, so each step moves smoothly from start to finish.
Built-in compliance so you can focus on clients
Docupace’s automated system integrates compliance checks into every step, with a digital audit trail and error-checking that reduces NIGO rates. Each submission is reviewed and error-checked, ensuring your documents are compliant and your focus remains on client service.
Not in good order? Not around here
With Docupace, you can trust that every form is accurate and in the right sequence. Our system automatically selects the correct forms, verifies compliance and catches errors before submission, drastically reducing NIGO rates and ensuring transactions proceed without a hitch.
Features
- Pre-populated forms – Forms are automatically populated and shared across your document ecosystem
- Bi-directional data integration – Keeps data live and accurate across all systems in real time
- Built-in compliance checks – Automated error-checking and a digital audit trail integrated into every step of the process
Benefits
- Reduced NIGO rates – Drives rates well below the industry standard of 25–50%
- Faster client onboarding – A fully digital process gets clients onboarded quickly and smoothly
- Increased advisor productivity – Frees advisors from administrative tasks so they can focus on client relationships
- Scalable for firms – Reduces back office burdens and supports long-term operational growth
- Better client experience – Delivers a modern, hassle-free experience accessible from any device
Key Data
Type of Clients
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Financial Advisors
Client Regional Presence
- North America
Docupace New Account Opening
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