How to set up the Docupace integration Jun 18, 2024 2:03:08 PM Overview The Docupace platform offers tools for client onboarding, compensation management, document management, and surveillance and compliance. The information sent to Docupace includes: Account information Positions Transactions Tax lots Enabling the integration You can set up this integration for your firm by taking the following steps: Email support@bettermentforadvisors.com and request to enable the Docupace integration for your firm. Our team will let Docupace know and coordinate on the tools you are using within their platform. Once the integration is enabled, our team will let you know. This can take a few business days.