E-Signature

The E-Signature Tool is an integral component of the InvestGlass platform, tailored to enhance document approval workflows and client engagement. Designed to streamline the signing process, the E-Signature Tool offers two types of digital signatures:

• The Complete E-Signature
• The Simple “One-click” E-Signature (catering to varying approval needs.)

Complete E-Signature: This option is used for formal document approvals, such as .pdf, for contracts and agreements, offering a secure and fully trackable signing process. Users can manage signatures through a dedicated ledger and monitor progress directly from their dashboard.

Simple "One-click" E-Signature: Used for portfolio proposal and switch, this quick and user-friendly option is perfect for approving proposals or simple document confirmations with minimal steps involved, allowing clients to respond rapidly.

InvestGlass provides a comprehensive suite of functionalities related to the Signature process, designed to streamline document approvals, enhance client interactions, and ensure secure and compliant workflows.
Here’s an overview of the key functionalities:

Centralized Management and Automation: The E-Signature Tool integrates seamlessly with the InvestGlass CRM, providing centralized management of all signature requests, including a Signatory Order Process. Users can set up automated communications, reminders, and notifications to ensure efficient and timely document approval. The tool supports both portal-based and public link access, catering to various client preferences.

Enhanced Security with 2FA: To ensure maximum security, the E-Signature Tool includes two-factor authentication options via SMS or email, adding an extra layer of protection during the signing process.

Compliance and Tracking: Each signing action is meticulously logged, with a comprehensive signature ledger maintained on each document, ensuring compliance and traceability. This detailed tracking ensures that all parties can verify the document’s signing history, safeguarding the integrity of the approval process.

The E-Signature Tool is designed to optimize document workflows, enhance client interactions, and ensure compliance, making it an essential feature for any institution looking to modernize its document approval processes.