Wealth Access, an innovative high net worth personal financial management platform for advisors,...
Introducing efficiency gains and improvements to the client experience for financial institutions
NASHVILLE, TN – February 6 – Wealth Access, one of the industry’s largest independent personal financial management and account aggregation platform, has announced a new integration with DocuSign, which offers the world’s #1 e-signature solution as part of the DocuSign Agreement Cloud.
By partnering with DocuSign, the Wealth Access platform will further increase user efficiency by eliminating manual and time-consuming documentation processes from wealth professionals’ workdays. The integration introduces the ability to select one or more documents from a client’s Wealth Access Document Vault to request e-signatures from all required signees.
DocuSign helps organizations connect and automate how they prepare, sign, act on, and manage agreements.
