Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
- Brokers-Dealers
Target firm size
- Enterprise
- Mid-Size
- Small
- Solo
Product Description
Product Positioning
Electronic signature and agreement management platform widely used across wealth management operations.
Description
DocuSign enables advisors and operations teams to send and manage client documents for electronic signature reducing paper-based workflows in account opening and client agreements.
Integrations
DocuSign has 25 integrations in our directory
Search below to find what you're looking for
- AdvicePay Level 4
- AdvisorEngine - Dig Onboarding Level 4
- AppCrown Level 1
- Conga Level 2
- CopyTalk Level 2
- DocuPace Level 5
- Egnyte Level 3
- Finpace Level 2
- FutureVault Level 1
- G-Suite Level 2
- LaserApp Level 3
- Marstone Level 5
- NetDocuments Level 4
- Objectway Level 5
- Office 365 Level 2
- PractiFI Level 2
- PreciseFP Level 5
- Salesforce Level 4
- Schwab Advisor Center Level 5
- Skience Level 3
- Tamarac Level 3
- TradePMR Level 4
- WealthAccess Level 5
- Wealthbox Level 3
- Zapier Level 2
Use the search above to find specific integrations
No integrations match your search.
APIs and Security
Security checks
ISO 27001 certification, Other, Periodic Penetration Testing (aka PEN tests)
Public APIs
Yes - Our APIs allow other developers to 'GET' and 'POST' information to our application.
API authentication
None
Data refreshed live via API
No
Developer portal exists
Yes
Developer portal features
None
Developer sandbox URL
No
