Wealth Platform Integrates With Digital Signature System

Tom Burroughes

29 March 2017

US-based wealth management platform Oranj has integrated its system with DocuSign, a digital signature business, to enable advisors and clients to sign documents electronically.
The integration of Oranji’s application programing interface – a set of routines for building software – with DocuSign means advisors have to devote less time to approve and authorize documents. Once compiled with DocuSign, they are archived in Oranji’s document vault, where advisors can use them whenever and wherever they want.

“This integration with DocuSign makes it easy to obtain electronic signatures through Oranj,” said David Lyon, chief executive and Founder of Oranj. “We don’t just help advisors speed up account opening processes - we also empower them to personalize their engagement with clients and prospective clients, so they can demonstrate their value whenever and however clients need it,@ he said.

Advisors can get e-signatures through Oranji on documents needed for opening and transferring accounts; investment management agreements; investment policy statements; changing beneficiaries and moving assets.

DocuSign said it enables more than 250,000 companies and 100 million users in 188 countries to send, sign and manage agreements and collect payment, entirely digitally.

For a related article about the benefits of digital “vaults” for information used by advisors and clients, see here.