E-Sign for Financial Advisors
Quicklysign For Financial Advisors is purpose built to fulfill the needs of Financial Advisors.
We take away the tedious parts so you can focus on your business.
We remove the need for paper making new business and repeat transactions easy and fast to complete.
Scheduled Documents (upcoming feature)
Schedule (in bulk) a list of documents to be signed at a specific date. Reminders to sign are built-in, which will free you up to do other business, knowing the docs are being sent and signed automatically (perfect for Section 14 RA Fee renewals.)
One Time Pins
OTP signing for extra authentication and legality.
Anywhere, Anytime, with Any Device
Clients can access & sign documents from anywhere, anytime.
Add you company branding to emails and signing pages.
Add extra users to a team so everyone is kept in the loop
Compliance ready reports (upcoming feature)
Exporting of all transactions and data associated for compliance officer
Auto Document Setup (upcoming feature)
Importing industry specific generated documents and extracting information to easily send for signature
Industry specific templates(upcoming feature)
We supply industry specific templates for you to use