Wealthbox + Docupace

Modern CRM integrated with advanced document and forms processing to simplify your work.

Overview

The Docupace Platform simplifies the way firms process information, increasing efficiency, productivity, and profit. The automated account opening feature in Wealthbox allows Docupace users to send contact information from Wealthbox directly to Docupace to pre-fill account opening forms and more. Through the Docupace library, users have the ability to pre-fill hundreds of forms, simplifying the form-handling process by reducing time-consuming data entry. Docupace users who enable the integration can “Send to” Docupace to kick off new form-filling processes, including account openings.

“Send to” Docupace from the Contact Record page in Wealthbox to kick off new form-filling processes.

Add up to four additional household members…

And voila! Wealthbox will package up the details for each contact and SSO you in to Docupace to complete forms on behalf of your clients.

Once you have your forms selected and have created your work item, you can use the blue arrows in Docupace to autofill information for your household contacts.

Recorded webinar

The Advisor Transition Playbook with Docupace + Wealthbox

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Help Center article

Help Center Article

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Set up in Wealthbox

Enable in Wealthbox

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Blog post

New in Wealthbox: Send Household Details to Docupace for Faster Client Onboarding

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“The Wealthbox integration with Docupace streamlines the account opening process and improves back-office operations to help advisors become efficient and grow their business.”

Jomin Bishop, VP of Sales at Wealthbox

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