Mar 5 • General discussion
Paperwork Efficiency Tech
Hi all,
We're evaluating tech soltuions to streamline paperwork via Docusign, as Schwab digital onboarding has issues in many places, so wanted to see what everyone is using and how they feel about as we dive deeper.
Forms Logic
Quik!
Docusign (manual)
Laser App
Other..
2
8 comments
Paperwork Efficiency Tech
skool.com/ria-os
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