intelliflo office Integration
Seamless integration with intelliflo office
Videosign integrates directly with intelliflo office, giving financial advisers a powerful, all-in-one solution to manage meetings, generate compliant documents, and collect secure e-signatures - all synced back into the client record.
Whether you're onboarding a new client or finalising a financial plan, Videosign streamlines your workflow from start to finish, helping you save time, stay compliant, and deliver a more professional client experience.
Submit the registration form to start your free trial.
Seamless integration with intelliflo office
Videosign integrates directly with intelliflo office, giving financial advisers a powerful, all-in-one solution to manage meetings, generate compliant documents, and collect secure e-signatures - all synced back into the client record.
Whether you're onboarding a new client or finalising a financial plan, Videosign streamlines your workflow from start to finish, helping you save time, stay compliant, and deliver a more professional client experience.
Submit the registration form to start your free trial.
Key Features
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Comprehensive Audit Trail & Document Security
Automatic timestamps, IP addresses, browser details and signer identities. Finalised documents are protected against unauthorised changes for total peace of mind.
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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.
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Sign anywhere in the world on any device
Fully browser based; nothing to download, install or update and device agnostic.
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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.
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eIDAS Qualified and Tamper-Proof eSignatures
Supports Advanced (AES) and Qualified (QES) Electronic Signatures, ensuring security, authenticity, and legal compliance with tamper-proof encryption.
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Automatic Syncing Back to intelliflo office
Signed documents and full audit logs are saved back into the client’s intelliflo record - instantly and securely.
Interested in improving your end-to-end contract management process?
Find out more about the Videosign suite of tools below.
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Book a Demo Today
Experience Videosign and the intelliflo office integration for yourself in a live demo with one of our friendly team. Just choose a slot that works for you!