Integrations /Onboarding & Form Tools

Get started with Wealthbox + Docupace

Modern CRM integrated with advanced document and forms processing to simplify your work.


The Docupace Platform simplifies the way firms process information, increasing efficiency, productivity, and profit. The automated account opening feature in Wealthbox allows Docupace users to send contact information from Wealthbox directly to Docupace to pre-fill account opening forms and more. Through the Docupace library, users have the ability to pre-fill hundreds of forms, simplifying the form-handling process by reducing time-consuming data entry. Docupace users who enable the integration can “Send to” Docupace to kick off new form-filling processes, including account openings.

“The Wealthbox integration with Docupace streamlines the account opening process and improves back-office operations to help advisors become efficient and grow their business.”

Jomin Bishop

VP of Sales at Wealthbox

Get started with Wealthbox + Docupace

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