Advisor Group's FSC, Royal, And SagePoint B/Ds To Use Docupace For Document Management

Wednesday, June 01, 2011 20:21
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Advisor Group's FSC, Royal, And SagePoint  B/Ds To Use Docupace For Document Management

Tags: independent broker-dealers | productivity

Advisor Group, which is comprised of broker-dealers FSC Securities, Royal Alliance, and SagePoint Financial, has partnered with Docupace Technologies to offer Docupace's web-based workflow and document management solution to all of the firms' 4,800 independent financial advisors.

 

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Comments (1)

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steveambuul
Glad to hear that they finally committed! For almost a year, advisors there have been shedding, (rather than mailing)checks and signed apps. Between LaserApp, SmartOffice, and Docupace, the new account opening process is amazingly streamlined.
steveambuul , June 03, 2011

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