Docupace Launches Advisor Transition Service

Docupace Launches Advisor Transition Service

Samantha Allen of Financial Planning just wrote about the Docupace Transition Assistant launch. When advisors are ready to transition to a new custodian or broker-dealer, how do they transfer and seamlessly integrate client records (at least the ones they are allowed to take with them) into the new firm’s system? Advisors and industry technology experts say it is a headache, but a new service from Docupace, a provider of SEC and FINRA compliant paperless document management services, is trying to change that. Read the full article by Financial...
Docupace Technologies, LLC Makes Life Easier for Transitioning Advisors

Docupace Technologies, LLC Makes Life Easier for Transitioning Advisors

LOS ANGELES, June 4, 2013 – Docupace Technologies, LLC, an industry leader in providing SEC/FINRA-compliant paperless processing systems for financial services firms, has unveiled Transition Assistant, its new advisor-transition service. “Because of our extensive work with Broker-Dealers and advisors, we have developed a proprietary methodology to help advisors transition securely and efficiently,” said Docupace President and CEO Michael Pinsker. “Leveraging our Starting Point forms solution, our new 5-step Transition Assistant service ensures a move that is paperless, effortless and risk free. It”s like flipping a switch and, voila, everything works.”...

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