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 recently partnered with Wealthblock to develop and launch a client portal tailored to our specific needs. Our primary goal was to provide our clients with a seamless way to view their investments and access a secure document center. Wealthblock surpassed our expectations by crafting a portal experience that was perfectly tailored to our preferences, with customized functionalities unique to our business. One of the standout features they helped us implement was the ability to calculate a combined, multi-fund, IRR (internal rate of return), which was a significant project for us. Additionally, we have greatly benefited from the clean Know-Your-Client (KYC) form integrated into the new portal.Deji and his team have been exceptional in their responsiveness, always quick to address any questions we had. They dedicated a great deal of time to ensure we received exactly what we needed. We are very pleased with the results and recommend Wealthblock for their expertise and outstanding service.
.png)
Perry Schultz
Partner Operations, Ewing Morris