“Before I would keep hard copies here, just because I couldn’t see what we submitted on the Broker-Dealer side, Now I can go into Docupace, access our digital client file and see it all.”
“The clear choice was Docupace. We wanted a system that could provide a better way to store and access documents; create a disaster recovery capability for documents and data; reduce costs and time associated with paper files and gain more control over compliance issues.”