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Fintech Integration Marketplace

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Fintech Integration Marketplace / Wealth Management / Document Management

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DocuSign

DocuSign® helps organizations connect and automate how they prepare, sign, act on, and manage agreements. As part of the DocuSign Agreement Cloud, DocuSign offers eSignature: the world’s #1 way to sign electronically on practically any device, from almost anywhere, at any time. Today, hundreds of thousands of customers and hundreds of millions of users in over 180 countries use DocuSign to accelerate the process of doing business and simplify people’s lives.

Website

https://www.docusign.com/

Contacts

https://www.facebook.com/DocuSign

https://www.linkedin.com/company/docusign

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DocuSign
  • Electronic Signature
  • Contract Lifecycle Management
  • Document Generation
  • Contract Negotiation
  • Agreement Analytics
DocuSign

Companies that integrate with DocuSign

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Envestnet | Tamarac
Envestnet | Tamarac
Envestnet | Tamarac, a division of Envestnet, Inc., is a leading provider of integrated, web-based portfolio rebalancing, performance reporting and customer relationship management software for independent advisors and wealth managers.
#Portfolio Management #Billing #CRM #Rebalancing #Trading #Portfolio Reporting
Jemstep
Jemstep
Jemstep provides a modern solution for banks to offer goal-based investing to clients.
#Portfolio Management #Analytics #Security
Practifi
Practifi
Practifi is the business management platform for financial advice, retirement and insurance.
#CRM #Broker-Dealer Platforms
Riskalyze
Riskalyze
Riskalyze is transforming the advisory industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability.
#Risk Management #Analytics #Rebalancing #Portfolio Management #Trading #Proposal Generation

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It usually takes several months to define goals and create a step-by-step integration plan. Enter your details and book a meeting with an integration expert who can help you clarify the next steps of the integration and streamline the process.