Advisor Transitions - 2026 Pricing, Features, Reviews & Alternatives

Docupace transforms the financial advisor transition process with automated workflows and hands-on services. The company's advisor transitions solutions allow broker-dealers and RIAs to attract great advisors by offering a smooth, quick transition that exposes them to minimal risk. Docupace's digital workflows make it possible to transition an incoming advisor's entire book of business in as little as 30 days.

The platform pre-populates all new account forms, significantly reducing the risk of missing information or compliance issues. Docupace contracts directly with the advisor and provides hands-on concierge service throughout the process. The advisor completes a final review, signs the completed forms, and all necessary data is transferred to the broker-dealer or RIA for processing. This allows the advisor to continue serving their clients with minimal business interruption.

For broker-dealers and RIAs, Docupace's advisor transitions solutions improve revenue by bringing on better advisors with existing books of business and getting them producing faster. The platform also reduces paper costs by handling almost everything electronically, eliminating the need for printing, mailing, and faxing reams of new account paperwork. Docupace's comprehensive solutions are designed to help wealth management firms digitize their operations, increase efficiency, productivity, and profitability.