E-Sign Automation
This webinar covers Subscription Document Automation (E-Sign) and how to leverage your in platform tools to create a seamless investor experience.
Video Transcript
Eliminate error prone practices that require your investor to manually fill in data into your subscription documents by automating this process.
Ever wonder if there is an easier way to gather data and sync it to your subscription documents? Or how to reduce friction on the E-Sign step for your investors? This is the class for you!
We have been with WealthBlock since they started their company. Their software has helped us grow our company from a small two person consulting firm into a multi city Investment Bank. More impressive than the software product is their people. Skilled in their crafts, professional presence, and just a good group of people. We have been very happy with our relationship with everyone at WealthBlock.
Michael Cavanaugh
Founder, Regiment