Simplify the On-Boarding Process

ePACS Advisor On-Boarding

Getting a new advisor off on the right foot with your firm starts with an efficient and painless on-boarding experience. Docupace’s compliant electronic ePACS Advisor On-Boarding will save your firm and reps time and eliminate hassle when changing Broker-Dealers or RIAs.

Our one of a kind solution streamlines the process and provides for a secure and compliant process that you can track each step of the way. Docupace’s secure cloud infrastructure delivers an electronic workflow and filing system that streamlines the on-boarding process, keeps the process efficient, eliminates the need for ink-signed forms, emails, faxes and mail, and on-boards reps in half the time and in good order.


  • Maintain advisor files electronically
  • Enhance recruiting
  • Eliminate NIGOs
  • Enjoy faster and smoother on-boarding
  • Streamline and manage the process, eliminating extra paperwork
  • Centralize all advisor-related documents and data in a SEC/FINRA compliant manner
  • Accelerate deployment with pre-built workflow
  • Get expert assistance with system setup
  • Cut labor and work hours
  • Eliminate risk of unauthorized access to sensitive advisor information
  • Experience a hassle-free process

Single-Vendor Complete Workflow Processing

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What You Get With ePACS Productivity Suite

✔ Turn-Key Compliance

✔ Eliminate Bottle-Necks and Errors

✔ Reduce Risk Exposure

✔ Increase Workflow Efficiency


✔ Process All Lines of Business

✔ Fees & Commissions Paid Faster

✔ Correct Paperwork the First Time

✔ Paperless and Regulatory Compliant


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