Solution introduction
Simplified, Automated, and Digital Toolkit Empowering Growth, Scale & Streamlined Operations for Advisory Firms
See for Yourself How Docupace's Productivity Suite Transforms Wealth Management Operations
RIA Productivity Suite
The RIA Productivity Suite comes with several “out of the box” capabilities and integrations that meet the flexibility needs & simple-delivery requirements of the RIA market.
- CRM integration
- Robust workflow engine
- Streamlined new account opening
- Simplified client onboarding
- Secure, cloud-based document management
- Pre-packaged custodial forms kits
- Rules engine, data validation
- Optimized delivery model
