Docupace Introduces an Innovative Deployment Solution to Accelerate Implementation of Digital Operations for Wealth Management

Docupace Unveils Fast Start and Increases Speed to Value for Broker-Dealers and Registered Investment Advisors

News provided by

Sep 11, 2018, 11:15 ET

LOS ANGELES, Sept. 11, 2018 /PRNewswire/ -- 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 "Fast Start," a revolutionary approach to customer deployments exclusively by Docupace for new customers.

"With Fast Start, the deployment of a standard implementation is significantly accelerated by getting foundational Docupace functionality up and running for a new customer within 30-45 days of contract signing," said Joel Friedman, Executive Vice President, Delivery and Customer Care of Docupace Technologies. "Our customers have been asking for a way to create a fast path to value for their advisors and firm. New customers can gain value more quickly with this innovative solution deployment process."

Broker-dealers and registered investment advisors (RIAs) today are challenged to quickly capitalize on digitizing their wealth management operation and grow their productivity and profitability. With the Docupace Platform implementation using "Fast Start," firms can increase their speed to add value to the field and home offices by using a single platform to process all lines of business with a streamlined universal account opening and maintenance process.

Benefits of Fast Start Include:

Faster Delivery – Get a rapid deployment of your Docupace Platform solutions in weeks not months.
Improved ROI – Realize a faster Return on Investment by quickly delivering your solution and business initiatives.
Expert Guidance – Specially trained implementation team with many years of experience provides best practices and guidance to simplify delivery.

About Docupace
Docupace is a leading digital operations technology provider supporting the wealth management industry. With the secure, cloud-based Docupace Platform, the Docupace team helps broker-dealers and RIAs digitize client onboarding, document management, advisor transitions, and other critical workflows while maintaining SEC and FINRA compliance. Wealth management firms that implement the Docupace Platform report increased efficiency, productivity, and profits.

Docupace has been developing paperless technology solutions from its Los Angeles headquarters since 2002. Since then, it has launched a robust array of service offerings including the Docupace SaaS platform, implementation assistance, custom development, and cybersecurity services. The Docupace team also works diligently to integrate its solutions with other popular technologies. For more information, please visit www.docupace.com.