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Quilter adds 5 e-signature software providers

8 December 2020

Quilter has expanded its e-signature capability for advisers with the addition of five more software providers.

The wealth manager has added SignRequest, Hellosign, PandaDoc, Scrive and Legalesign to its list of approved software suppliers. It follows the implementation of Adobe Sign and DocuSign earlier this year.

Quilter said the additions had been made based on the most popular requests from advisers.

Advisers will receive access to 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 online.

Kevin Cook, chief operating officer, Quilter, said: “We have been in constant dialogue with advisers throughout the pandemic to understand how we can best support them and their business both now and in the future. Digital signatures have become absolutely vital, allowing advisers to conduct business in a quick and secure way, knowing their clients will continue to receive a quality service.

“We are delighted to be expanding our offering in this regard so that advisers have greater choice when it comes to processing business digitally. This pandemic has changed the way we all interact, both socially and professionally, so it is important we continue to make strides to help advisers with their propositions while ensuring client data and documents become ever more secure.”

Quilter’s news comes after NextWealth said the number of platforms helping advisers to service their clients remotely with e-signature functionality had nearly doubled since April. Research showed that 14 out of 20 platforms now accept e-signatures, up from 9 in April.

AJ Bell Investcentre, Fidelity FundsNetwork, Standard Life Wrap and True Potential were found to be leading the way by digitally enabling 90% of their document submission processes.

Heather Hopkins, managing director, NextWealth, said: “Offering flexibility to financial advisers and their clients to do business the way they choose has never been more important. NextWealth recently recognised the Old Mutual Wealth platform as a digital gamechanger, for making rapid and meaningful progress on digital acceptance of documents through the pandemic. This commitment to flexibility and ease of doing business is further emphasised by extending the eSignature providers accepted and we commend Quilter for this move.”

Professional Paraplanner