Xplan Integration
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.
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.
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 Xplan Client Record
Signed documents and full audit logs are saved back into the client’s Xplan 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 Xplan integration for yourself in a live demo with one of our friendly team. Just choose a slot that works for you!