Wealth Management

Automate all Client Interactions

Complete Client Forms in Minutes.


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Automated Workflows

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Built-In Compliance

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Custom Analytics

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Customization & Collaboration Capabilities

Complete client documents in a fraction of the time

Empower your financial advisors to focus on the things that matter.

  • White glove setup – We take care of all the configuration work, including form set up
  • Smart form functionality – The platform offers many tools that simplify completing documents correctly the first time
  • API integrations – Enable straight-through processing, eliminating error-prone and redundant data entry tasks
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Navigate compliance effortlessly

With our built-in compliance tools, demonstrating adherence to policies and procedures has never been easier.

  • Eliminate versionitis – A final package of all client data is retained on the platform
  • Suitability refresh – Streamline recurring activities such as suitability assessments
  • Built-in audit log – All key activities are logged and stored for future reference
  • Smart-form logic – Save time and money reviewing documents
  • Limit access – Granular permission levels allow access to sensitive client data to be safeguarded

Unlock the full potential of client data

Eliminate unstructured data and generate actionable insights.

  • Custom analytics dashboards – Track key metrics
  • Generation of business insights – Analyze trends, identify opportunities, and make informed decisions backed by data
  • Monitor compliance – Custom dashboards and reports
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Customize your workflow and enable collaboration

Our platform is highly customizable and is built for collaboration.

  • Customizable set-up – Automatically generate packages based on key workflows
  • Form completion options – Give your financial advisors multiple user experiences to maximize their productivity
  • Seamless client experience – Clients interact with DocuSign

Interested in learning more?