E-Sign for Financial Advisors

 

 

Quicklysign For Financial Advisors is purpose built for 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.

 

Quicklysign Financial

 

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. 

Branding

Add you company branding to emails and signing pages. 

 

Teams

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

001-sheet.png

Industry specific templates(upcoming feature)

We supply industry specific templates for you to use

 

Request an invite