Wealth Management

We've been helping financial services streamline their signing processes for years.

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.

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.

"We’re serious about protecting our clients’ sensitive documents, and that was a huge factor for us when we were picking an e-signature vendor. SIGNiX’s focus on security and compliance made them a perfect fit for our business."
Jacqueline Bos, Chief Compliance Officer at B&C Financial