Wealth Access Integrates With the DocuSign Agreement Cloud to Introduce Efficiency Gains and Improvements to the Client Experience for Financial Institutions

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.

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“Every integration we build has a singular focus, which is to give wealth professionals tools that can help them better serve their clients,” said Cameron Taylor, Chief Product Officer of Wealth Access. “Our integration with DocuSign will enhance the client experience for investors by bringing their agreement process completely online and reducing the time it takes to complete signatures.”

The integration includes the full DocuSign experience for creating a DocuSign envelope, identifying the required signees, and initiating the DocuSign workflow. Once the workflow is complete, the signed document is placed back in the client’s Wealth Access Document Vault.

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“We are excited to partner with Wealth Access and look forward to delivering expanded value and an enhanced experience to our customers,” says Chris Rimer, vice president of business development at DocuSign. “With this new integration, companies can utilize DocuSign eSignature to turn the agreement process into a streamlined, digital experience that saves wealth professionals’ client time and money.”

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