The benefits of eSignature tools are well-known – saving time, saving paper, and making record keeping easier. But for many firms, their eSign provider is just one of many disjointed applications required to work with clients. That’s why in 2018, we introduced our first eSign integration. Making eSignature available within the AdvicePay platform allowed firms to create a seamless workflow for advisors and clients, while effortlessly synchronizing data across contracts and invoices.
Since then we’ve made lots of enhancements, and we’re excited to share the most recent round of updates to this popular capability.
AdvicePay now integrates with Adobe Acrobat Sign, the second most popular eSign tool for advisors according to the 2024 T3 Inside Information Software Survey. Just like our Docusign and Dropbox Sign integrations, Adobe users can use templates to generate documents while creating client invoices or subscriptions, without leaving AdvicePay.
This addition to our eSignature integration options gives firms even more flexibility to build the tech stack that best suits their needs. The Adobe Acrobat Sign integration is now freely available to all firms using AdvicePay Professional or Enterprise. For help enabling the integration, check out our knowledge base.
One of the best time-saving features of our eSignature integrations is the ability to auto-fill data like a client’s name or invoice amount when generating a document in AdvicePay. Now you can also auto-fill data from your custom fields.
This can be especially useful if you sync data from a CRM like a client’s mailing address, or want to include additional advisor information like a direct phone number. Now is a great time to review your existing templates to see if you can further streamline your agreements by adding more auto-fill properties to reduce manual data entry.
Thanks to a game-changing enhancement, enterprise Home Offices can now enable eSignature by integrating with their preferred provider and allowing access to select groups of advisors rather than everyone.
This fine-tuned permission control comes in handy in lots of different scenarios. If your firm is introducing eSignature into AdvicePay for the first time, give access to a pilot group of advisors for testing without disrupting or distracting your other advisors. Or if some document templates only apply to some advisors, create an Engagement Workflow that includes the template and assign the workflow to the specific advisor group that needs it.
Incorporating eSignature into your AdvicePay workflow is a powerful way to save time and reduce risks. By automatically generating documents and requesting digital signatures, advisors and clients can spend more time working towards financial goals and reduce paperwork by 27% or more. Home Office can rest assured that every client has an agreement in place prior to paying any fees, and those documents are easily accessible for compliance reviews or audits.
So what are you waiting for? If you’re already using Adobe Acrobat Sign, DocuSign, or Dropbox Sign – connect them to AdvicePay today!