Xplan integration
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Automatic syncing with Xplan
Videosign works hand-in-hand with Xplan, providing financial advisers with a streamlined, end-to-end solution for remote meetings, document creation, and secure e-signatures - all automatically recorded in the client file.
From initial consultations to signed agreements, Videosign simplifies every step of the advice process. Save time, reduce admin, and enhance compliance, all while offering clients a smooth and professional digital experience.
Book a demo to get started.
Automatic syncing with Xplan
Videosign works hand-in-hand with Xplan, providing financial advisers with a streamlined, end-to-end solution for remote meetings, document creation, and secure e-signatures - all automatically recorded in the client file.
From initial consultations to signed agreements, Videosign simplifies every step of the advice process. Save time, reduce admin, and enhance compliance, all while offering clients a smooth and professional digital experience.
Submit the registration form to start your free trial.
Book a Demo Today
Experience Videosign and the Xplan integration for yourself in a live demo with one of our friendly team. Just choose a slot that works for you!