SIGNiX for Wealth Management

Sign and notarize documents 100% virtually

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Many wealth management professionals currently depend on traditional paper and wet signatures, using antiquated work flows, which can immediately be improved with SIGNiX.

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.

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

 

Looking into Remote Online Notarization? We provide every tool you need.

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✔ Digital Certificate

✔ Live webinar training

✔ Credential analysis

✔ Phone/email support

✔ Integrated video meetings

✔ Electronic notary journal

The SIGNiX Difference

We are more than e-signatures, we are digital signatures. We embed the legal evidence into every single signature that takes place in our platform.

 

256-bit military grade encryption

Digital certificate with each signature

Authentication data
Some additional information in one line

Transaction ID

Cryptographic hash with each signature

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Don't take our word for it

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

Ready to get started?

Contact Sales Team