How to set up the Docupace integration
Updated June 18, 2024 • 1 min read
Overview
The Docupace platform offers tools for client onboarding, compensation management, document management, surveillance, and compliance.
The information sent to Docupace includes:
- Account information
- Positions
- Transactions
- Tax lots
Enabling the integration
You can set up this integration for your firm by taking the following steps:
- Email support@bettermentforadvisors.com and request to enable the Docupace integration for your firm.
- Our team will let Docupace know and coordinate on the tools you are using within their platform.
- Once the integration is enabled, our team will let you know. This can take a few business days.
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