Digital Signatures for Financial Advisors

Ease compliance burdens and become more efficient with digital signatures from SIGNiX




By using SIGNiX's FINRA/SEC-compliant digital signatures for the financial industry, you can answer the challenges of today's economy — the need to control costs, consolidate operations and manage global operations — all while adapting to new technologies and extending operations to the Internet.


WHY USE SIGNiX DIGITAL SIGNATURES?



 
Clients can sign online on
any device, anytime
Process guides clients to ensure all
fields and signatures are completed
Clients can rest easy knowing each
signature is legally defensible
 
Advisors can send and track
documents from any device
No more time wasted tracking
down clients to fix mistakes
Detailed legal evidence protects
advisors from legal disputes
 
Faster onboarding process
means firms get revenue faster
Low to zero NIGO rate increases
firm’s efficiency and savings
SEC/FINRA-compliant signatures
protect your firm from fines

Leading wealth management firms such as The Hartford, AIG, Transamerica, Allstate, Sterne Agee, Raymond James/Morgan Keegan and Legend Group have chosen SIGNiX to get assets under management faster and improve client experiences.


Wealth Management Use Cases:

  • New account opening
  • New advisor onboarding
  • Transfer of assets
  • IRA and 401k rollovers
  • Account change/maintenance forms
  • Change of address forms
  • Change of beneficiary forms
  • Contracts
  • Purchase orders
  • New employee paperwork
  • Expense reporting
  • Non-disclosure agreements

Get a Digital Signature Price Quote

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MollieStafford

quoteMarkOur team is laser focused on customer service, which is why electronic signatures were such a good fit. The paper process of printing, mailing and faxing paper documents was a hassle for our clients, and we knew there had to be a better way. With SIGNiX, our clients can sign documents online, whether they’re sitting at their desk, stuck in the airport or anywhere in between.

—Mollie Stafford, Marketing Coordinator at B&C Financial