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RIA Productivity Suite
Productivity Suite
Table of Contents
RIA Productivity Suite - 2026 Pricing, Features, Reviews & Alternatives
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RIA Productivity Suite overview
What is RIA Productivity Suite?
The RIA Productivity Suite from Docupace is a comprehensive and customizable solution for digitizing wealth management operations. It is designed to increase efficiency, productivity, and profitability for advisory firms. The suite comes with a robust set of features and integrations that cater to the specific needs and requirements of the RIA market.
Key capabilities of the RIA Productivity Suite include streamlined advisor transitions, simplified client onboarding, automated compensation management, and comprehensive compliance tracking. The solution enables digital delivery of regulatory disclosures, secure cloud-based document management, and powerful workflow automation tools. Advisors can seamlessly integrate the suite with their existing CRM, core technology, and custodial systems, eliminating redundant data entry and enhancing operational efficiency.
The RIA Productivity Suite is built to grow with advisory firms, reducing time spent on onboarding and form processing, and allowing more focus on face-to-face client interactions and the delivery of expert financial guidance. The platform's compliance-focused features boost client trust, minimize regulatory review preparation, and ensure records are organized and accurate. By digitizing and streamlining operations, the RIA Productivity Suite empowers advisory firms to scale their business and deliver an exceptional client experience.
Key benefits of using RIA Productivity Suite
- Strong consultative partner to help scale business
- Modern fintech designed for the financial services market - Technology as a recruiting tool
- Delivers ROI on tech spend
Financial Professionals
- Integrates with CRM and removes rekeying of data
- Single platform for all client servicing needs
- Simplified interaction with clients and investors
- Repeatable process with views into work
Operations Lead
- Configurable technology stack to create optimized operational flow
- Dashboard view of all work in progress
- Software that scales and grows as the business grows with minimal operations overhead and time investment
Investors
- Simple interactions with the financial professional
- Easy and modern digital experience
Starting price
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RIA Productivity Suite’s user interface
RIA Productivity Suite reviews
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RIA Productivity Suite's features
RIA Productivity Suite alternatives
RIA Productivity Suite
Starting from
No pricing info
Process Street
Starting from
No pricing info
ChurnZero
Starting from
12000
Per year
Scope
Starting from
49
Per month
RIA Productivity Suite integrations (7)
Top integrations
RIA Productivity Suite support options
Typical customers
Platforms supported
Support options
Training options
RIA Productivity Suite FAQs
RIA Productivity Suite has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Small Business
These products have better value for money
Q. What languages does RIA Productivity Suite support?
RIA Productivity Suite supports the following languages:
English
Q. Does RIA Productivity Suite offer an API?
No, RIA Productivity Suite does not have an API available.
Q. What other apps does RIA Productivity Suite integrate with?
RIA Productivity Suite integrates with the following applications:
Wealthbox, Docusign, SIGNiX, Redtail CRM, AdvisorEngine, Orion
Q. What level of support does RIA Productivity Suite offer?
RIA Productivity Suite offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat