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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