Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, today announces a new strategic integration with Axos Advisor Services, a prominent provider of comprehensive custody and securities clearing services to registered investment advisors (RIAs) and independent broker-dealers, to provide joint customers with a digitally-enhanced process for opening new client accounts.
“As a centralized back office nerve center for wealth management operations, deep integrations connecting the Docupace Platform with strategic partners is key differentiator of our platform,” says Michael Pinsker, Docupace founder and president. “Connecting the Docupace’s distinctive back office capabilities with category-leading partners like Axos rightly places automation and digitization at the heart of a financial advisory firms’ business process strategy.”
Connecting the powerful client data gathering tools, esignature capabilities and extensive forms library of the Docupace Platform with Axos’ flexible custodial solutions for today’s RIAs and broker-dealers helps pave the way for more financial advisors to serve more clients and serve them more completely.
“Using the right technology efficiently is an important key to success in today’s competitive environment,” says Mike Watson, SVP and Head of RIA Custody for Axos Advisor Services. “The Docupace integration allows us to deliver a best-in-class technology solution to RIAs, enabling them to seamlessly open client accounts and provide an optimal client experience.”
Unmatched Network of Connectivity and Collaboration
A growing gap between the capabilities offered by “all-in-one” platforms and the experiences delivered to clients, financial advisors and administrative professionals is driving the financial advice and investment industry to evolve. In today’s crowded and rapidly changing wealthtech marketplace, financial services institutions looking to achieve scalable back-office operations beyond the traditional all-in-one technology solution or cobbling together an array of individual plug-and-play products.
Through a one-of-a-kind network of proprietary capabilities, notable customers and like-minded wealthtech industry partners the Docupace Platform offers RIAs and broker-dealers an alternative “middle-ground” approach to optimize operations.
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Special Joint Webinar “Best Kept Secrets of High-Performing RIAs” Coming in July
Deploying the proper technology and using it efficiently is one of the strongest growth drivers and the key to better serving clients. On Thursday, July 28 at 4:30, Axos Advisor Services and Docupace CEO David Knoch will be hosting a informative webinar “Best Kept Secrets of High-Performing RIAs” illuminating sustainable strategies growing RIA firms have leveraged to fuel their upward trajectory. Join us to learn more about how to maximize these top drivers of RIA firm growth:
- Digitally enabled client onboarding
- AI-powered tools to support clients and staff
- Emerging fintech tools that can improve your client experience
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