What is the best way for clients to approve their documents remotely?
Today, more than ever, remote working has become a necessity—and the norm. Available via Client Portal, Digital Signatures allows your clients to sign documents digitally rather than with pen and paper—also known as a wet signature. It’s much quicker than traditional signing and more convenient.
Keep your financial advice business on track with technology that supports your entire service proposition.
- Time efficient: Documents can be signed in minutes from anywhere, using any device.
- Cost effective: Save money and time on printing, postage, and re-keying data.
- Simple workflow: Managing and tracking signed documents is quick and easy.
- Safe & secure: With a one time pin and audit trail you can be sure all documents are protected, signed and transmitted securely.
