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Client Onboarding
The Comprehensive Paperless Client Onboarding Solution
Table of Contents
Client Onboarding - 2026 Pricing, Features, Reviews & Alternatives
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Client Onboarding overview
What is Client Onboarding?
Docupace provides a comprehensive, customizable solution for digitizing wealth management operations and increasing efficiency, productivity, and profit. The platform's client onboarding capabilities enable a streamlined, paperless process for new account opening and maintenance. Docupace integrates with operations and technology infrastructure, automatically synchronizing data and performing compliance checks. The solution reduces processing times from days to minutes, significantly lowering Not In Good Order (NIGO) submissions. Docupace automatically pulls the correct forms in the correct order, catching errors and inconsistencies prior to submission. Advisors can leverage electronic signatures through integrations with DocuSign and SIGNiX, and track account processing in real-time from any office. By reducing manual processes, Docupace allows advisors to focus on serving their clients rather than repetitive paperwork. The platform's robust document management capabilities provide a secure, cloud-based solution to store records and ensure preparedness for audits. Docupace's client onboarding solution empowers wealth management firms to optimize their new business workflows and enhance the client experience.
Key benefits of using Client Onboarding
Straight-through processing shrinks account opening from days to minutes and reduces errors
Auto-populates forms from CRM data and checks for compliance errors before submission
Enables electronic signing, recording, processing, confirming, tracking and transmitting
Gives advisors more time for client service by reducing manual paperwork processes
Integrates with your existing operations and technology infrastructure
Starting price
Alternatives
with better value for money
Client Onboarding’s user interface
Client Onboarding reviews
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Client Onboarding alternatives
Client Onboarding
Starting from
No pricing info
Docusign
Starting from
15
Per month
Wrike
Starting from
10
Per month
Zoho Projects
Starting from
4
Per month
Client Onboarding pricing
Value for money rating:
Starting from
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User opinions about Client Onboarding price and value
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Client Onboarding integrations (7)
Top integrations
Client Onboarding support options
Typical customers
Platforms supported
Support options
Training options
Client Onboarding FAQs
Client Onboarding has the following pricing plans:
Pricing model: Subscription
Free Trial: Available
These products have better value for money
Q. Who are the typical users of Client Onboarding?
Client Onboarding has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Small Business
Q. What languages does Client Onboarding support?
Client Onboarding supports the following languages:
English
Q. Does Client Onboarding offer an API?
No, Client Onboarding does not have an API available.
Q. What other apps does Client Onboarding integrate with?
Client Onboarding integrates with the following applications:
Wealthbox, Docusign, SIGNiX, Redtail CRM, AdvisorEngine, Orion
Q. What level of support does Client Onboarding offer?
Client Onboarding offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat