Intelliflo has unveiled a new enhancement to its core web-based business management system which allows advisers and their support team to obtain signatures for documentation digitally.
Users of the software company’s Intelligent Office (iO) system will be able to send agreements for eSignature following the integration DocuSign’s Digital Transaction Management (DTM) platform and eSignature service.
Nick Eatock, executive chairman of Intelliflo, said: “The integration of DocuSign will allow our clients to streamline the document signature processes with their end clients for all sorts of important agreements, speeding up the approval process and improving overall operational efficiency to create a better client experience.”
The service will be made available at a preferential rate from early next year, following a pilot with a selected group of users.
Neil Hudspith, president of worldwide field operations at DocuSign’s, said: “We’re pleased to have Intelliflo join the DocuSign Global Trust Network to bring the power of DTM and eSignature to more companies and individuals around the world so that they can keep life and business moving forward with DocuSign.”
In August, Intelliflo has launched a functionality enabling its adviser and supplier partners to integrate their own solutions and processes fully with the data and functionality within iO.
The firm had previously integrated with cloud-based business communications provider, RingCentral, to offer a range of communications capabilities - including secure automated call recording functionality.
Adviser view
Alan Solomons, director at London based Alpha Investments & Financial Planning, said: "The ability to allow clients to sign documents electronically is reassuring for advisers in terms of time saving. There could be a problem in terms of security however. How could one tell if a document has been signed by a client and not by a hacker? I suppose you could say the same thing about paper signatures: how would an adviser know if it is genuine or a forgery?"
