Intelliflo - Online adviser software
Electronic signature functionality for financial advisers

DocuSign

DocuSign is paperless, fast and compliant

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Online signatures with DocuSign

Getting documents signed can often be a laborious process. Submitting paper documents to be signed by clients, above all else, is time consuming. That’s why Intelliflo has integrated DocuSign into Intelligent Office (iO) and Personal Finance Portal (PFP).

DocuSign is paperless, fast and compliant with regulations. You simply submit any documents that require a client’s signature to them electronically, they sign the document online and send it straight back.

Utilising DocuSign’s functionality within iO and PFP will accelerate the execution process with your clients, lower operating costs, reduce errors and provide a superior client experience. They won’t be waiting around to receive, sign and re-send documents.

This reduces transitional risk, missing data and documents, breaks to your processes and increases the transparency of your workflow. A digital audit trail also makes regulatory processes much easier and further introduces paperless working.

Benefits of using DocuSign within iO and PFP

  • Business efficiency – reduce costs incurred in paper, printing and post, whilst bringing in business faster and more efficiently
  • Better client experience – your clients won’t be kept waiting for key documents and will
    benefit from a more streamlined service
  • Compliance – every document is stored against the client’s record in iO and has a digital
    audit trail, making proof of compliance easier
  • Fully integrated - access all of the fields in iO for document automation in Document Designer; submit accurate documents for sign-off by your clients
  • Security - utilising DocuSign through PFP ensures that there are no public URLs created, meaning that all documents shared and stored are done so securely. 

Charges

Each year you will be charged £2 per document for the first 200 documents, then £1.50 per document for the next 200 and then £1 per document thereafter. This compares favourably with going directly to DocuSign.

Docs per year Annual charge per firm through iO/PFP Annual charge per user through DocuSign direct*
 10  £20  £396
 100  £200  £396
 500  £800  POA
DocuSign Standard and Business Pro allow up to 100 documents per annum. Additional documents available on request.

All prices +VAT
*DocuSign pricing page

About Intelliflo

What’s more, iO offers the most tried and tested range of functionality available in the UK today, supported by an experienced UK based team.

Over 2,150 of the UK’s leading advisory firms, with over £335 billion under advice, trust iO to power their businesses and improve their bottom line. So why not try iO today?

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