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Simple, Secure and Compliant Contract Management and Signing for Financial Advisers

Simple, Secure and Compliant Contract Management and Signing for Financial Advisers

The financial advice and wealth management sector continues to evolve and adapt to the changing requirements of customers. We know that this means efficiency and compliance are more important than ever.  

Videosign provides financial advisers and wealth managers with a seamless, secure, and legally compliant way to conduct remote client meetings, sign documents digitally, and maintain a full audit trail - all in one platform.

Key Features

  • Comprehensive Audit Trail and Document Security

    Automatic timestamps, IP addresses, browser details and signer identities. Finalised documents are protected against unauthorised changes for total peace of mind.

  • Face-to-Face Contracting and Automated Video Witnessing

    Host secure video meetings to walk clients through contracts in real time. Videosign automatically records signing events, capturing video evidence of signees.

  • Sign anywhere in the world on any device

    Fully browser based; nothing to download, install or update and device agnostic.

  • Contract Creation and Document Management

    Create, edit, and manage contracts with ease. Save and share templates with colleagues to streamline workflows and eliminate repetitive tasks.

  • eIDAS Qualified and Tamper-Proof eSignatures

    Supports Advanced (AES) and Qualified (QES) Electronic Signatures, ensuring security, authenticity, and legal compliance with tamper-proof encryption.

  • Integrations, ID Verification and AI Powered Transcriptions

    Additional features are available through our AI powered assistants and integration partners.

Real Results from Real Advisers

"Videosign has transformed the way I work with clients.”

Paul, Independent Financial Adviser, shares how integrating Videosign into his workflow has helped:

- Streamline client meetings and document signing
- Stay compliant with a secure audit trail
- Save time by removing duplication and admin
- Deliver a more professional, digital-first experience

Read the full case study to see how Paul uses Videosign to simplify his remote advice process while staying fully compliant.

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Integrations Built for Financial Advisers

Find out more about our existing integrations or contact the team on enquiries@videosign.co.uk to discuss a new integration or partnership that would make Videosign work smarter for you.

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intelliflo

Videosign is integrated with intelliflo via their app marketplace. 

Arrange meetings directly from your client record on intelliflo, and have documents and agreements automatically sync. Single-sign-on functionality saves you bouncing around to different apps to meet with your customers, review documents and formalise agreements.

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Xplan

Videosign is integrated with Xplan, enabling financial advisers and administrative staff to arrange meetings, upload and review documents, and get agreements signed securely all within the one application.

Documents, video recordings and audit trails are all automatically synced to your client records in Xplan. 

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FNZ

Videosign is integrated with FNZ's end-to-end wealth management platform.

Enabling a quick and seamless set-up for any partner platforms or customers.

Start Your Free Trial Today

Experience Videosign for yourself with our 30-day free trial - no commitment required.

📅 Prefer a live demo? Book a slot to see Videosign in action!