Document Management

The Investment Center offers you solutions to streamline your office.

Docupace Technologies

Docupace is a technology company built for the financial services and wealth management industry. Paper-based processes cause costly errors and delays. With powerful paperless workflows, Docupace streamlines business for home offices, advisors, and investors. Docupace is the only digital operations platform designed specifically for wealth management firms — that’s why our clients trust us to keep them efficient, productive, and compliant.

Laser App™ Software

Laser App software allows you to focus on your clients, rather than filling out paperwork. Simply choose a client, select a form from the Laser App library of over 3,000 forms, and Laser App will take your client, rep, and Broker-Dealer information and insert it into the appropriate fields of the form for you automatically. 


Benefits to you include:


  • Complete an application in 60 seconds.
  • No Data re-entry required.
  • Less time filling out paperwork.
  • Forms look professional and legible.
  • You don't have to keep a pile of forms.
  • Easy to use.
  • Forms are easily stored in PDF format.

RedTail™ Imaging

Redtail Imaging provides financial professionals with a powerful option for managing and archiving documents from any location on any computer. Redtail Imaging combines industry-leading security with powerful document management in an on-demand, “anytime, anywhere” solution.

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