SIGNiX for 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.

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

What they're saying

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

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Contact Sales Team