Streamlining Investment Advisory Agreements for Retail Investment Consultants with Eurosign

Eurosign Benefits for Investment Advisory Agreements

The Investment Advisory Agreement contains sensitive financial information and establishes fiduciary relationships. Eurosign provides Retail Investment Consultants with a solution that meets industry standards while improving client experience.

• eIDAS compliant electronic signatures recognized throughout Europe and internationally
• Secure hosting in Europe for data protection and sovereignty
• Intuitive interface that clients of all tech abilities can navigate
• Multi-device compatibility for signing from anywhere

Streamlining Client Onboarding

Retail Investment Consultants know that efficient onboarding creates positive first impressions. With Eurosign, your Investment Advisory Agreements can be prepared, sent, and signed within minutes. This acceleration helps consultants begin providing value sooner while reducing abandonment rates during the onboarding process.

Consultants can prepare Investment Advisory Agreements with predefined templates, quickly customize terms, and send for signature with guided signing fields that eliminate errors. The entire process is tracked from sending to completion, with automatic reminders for clients who haven't yet signed.

Security and Compliance for Financial Documents

Investment Advisory Agreements contain confidential financial information that requires robust protection. Eurosign provides Retail Investment Consultants with electronic signature solutions that maintain the highest security standards while ensuring legal validity under European regulations.

With Eurosign, Retail Investment Consultants can confidently manage Investment Advisory Agreements electronically, knowing signatures are legally binding, tamper-evident, and supported by comprehensive audit trails. This enables consultants to focus on what matters most—providing exceptional financial guidance to their clients.