Digital signature tools

Discover the top suppliers of digital signature tools used by wealth professionals, and learn how advice firms are using this technology.

What are the most popular digital signature tools?

Digital signature tools are used to capture signatures online (via a computer or mobile device) to support the document signing process.

A great digital signature tool can benefit your advice business by streamlining transactions, improving the speed at which applications are completed and SOAs and ROAs are accepted, and improving the efficiency of administration.

Research from the Netwealth 2021 AdviceTech Report shows that the top 4 suppliers of digital signature tools used by wealth professionals and financial advisers include: DocuSign (68.4 per cent of advice firms), Adobe (29.5 per cent), MyProsperity (8.8 per cent) and Netwealth integrated eSignature (5.2 per cent).

 

Netwealth's 2021 AdviceTech Report

The 2021 Netwealth AdviceTech Report explores six major opportunities and crucial technology trends that advice firms should consider as they evolve their client value proposition and enhance their customer experience.

How are advice firms using this technology?

More thank half (55.5 per cent) of advice firms use digital signature tools, while 33.3 per cent are looking to implement this AdviceTech in the next 24 months.

More AdviceTech resources




Innovation workshop 

Netwealth has designed this 90-minute workshop to help you and your team prioritise technology solutions against business objectives to develop your business' AdviceTech roadmap.

Download toolkit

The Emerging Affluent Report

This report is a playbook for financial advisers on how to attract, manage and retain The Emerging Affluent.

Download report

2021 AdviceTech summary video from Matt Heine

This 12 minute video explores some of the core themes that are highlighted in Netwealth's 2021 AdviceTech report.

Watch Video