Docupace Enhances Integration with Envestnet, Strengthening Digital Solution for Managed Accounts
LOS ANGELES, July 27, 2022 /PRNewswire/ -- Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, today announces the next phase of its strategic integration with Envestnet, further streamlining and digitizing the process for opening managed (advisory) accounts.
- Docupace Enhances Integration with Envestnet to Provide Efficient, Frictionless & Fully Digital Process
"Docupace and Envestnet share purpose and passion for improving financial outcomes and making financial wellness a reality for more people," said David Knoch, chief executive officer for Docupace. - Partnering the best of Docupace with the best of Envestnet brings the financial advice and investment industry one step closer to making this a reality."
- Over the past year, the Product Organization at Docupace has worked to enable its legacy system to utilize the APIs available through Envestnet.
- The integration also enables customers to:
Create a new Managed Account proposal (investment portfolio proposal and goal modification) within Docupace and seamlessly transition into the created proposal via SSO.