Friday, August 26, 2022
HomeFinancial PlanningQuilter boosts digital signature providers to 11 

Quilter boosts digital signature providers to 11 



Wealth manager and Financial Planner Quilter has added four new digital signature providers to boost the number it accepts to 11.

The adviser and platform is one of several to have increased its digital signature capability significantly since the pandemic.

Quilter has added Alphatrust, docSAFE, MyDocSafe and Rsign to its list of approved software providers.

The company says the firms have been added on the basis of the the most popular requests from financial advisers.

Quilter began accepting digital signatures on documents in 2020. 

 

All the digital signature providers will be recognised across Quilter’s platform and Quilter Cheviot, enabling financial advisers to carry out client instructions.

Quilter says the providers give advisers proof of signing using a secure process; an audit trail along with a final document; and the ability to send, sign, track, and manage signature processes using a web browser or mobile device. 

David Tiller, commercial and propositions director at Quilter, said: “Given the technological transformation we have experienced in recent years, digital signatures allow advisers to conduct business in a quick and secure manner, knowing their clients will continue to receive a quality service that keeps pace with the world we are operating in.

“We are pleased to have expanded our offering even further to ensure advisers have a wide variety of choice when it comes to processing business digitally. We are committed to ensuring we support advisers and their interactions with clients, and it is important we continue to make strides to help with their propositions while ensuring client data and documents become ever more secure.”




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