DocuSign Joint Agreements helps financial firms streamline advisor management, accelerate transactions, and ensure compliance. By centralizing document control, automating workflows, and linking advisor networks to a single platform, it reduces manual errors and admin tasks. Real-time tracking, dynamic data extraction, and integration with downstream systems improve speed and accuracy. Enhanced compliance tools support KYC/AML, ID verification, and consent capture, while strict document visibility rules mitigate risk. Ideal for onboarding, servicing, and managing RIAs, it boosts operational efficiency and business growth.

Join for free to read