New DocuSign Integration Now Available on Digital Wealth Solutions

We’re excited to announce the launch of a new DocuSign integration for all Digital Wealth Solutions-powered advice firm websites. This enhancement allows advice teams to offer clients a fully embedded, secure digital signing experience - without ever leaving the platform.

Previously, advice staff could use Digital Wealth Solutions' built-in electronic signature functionality to complete documents. Now, with the DocuSign integration, firms have even more flexibility. Staff can choose to send documents for signing using DocuSign directly through the client portal, while clients experience the entire process seamlessly within the Digital Wealth Solutions environment.

This embedded integration ensures that important signing ceremonies are fully trackable, with audit trails and notifications visible to both staff and clients. By keeping the entire process under one roof, firms can progress advice cases more efficiently while staying compliant with industry regulations and maintaining a professional, branded experience.

This update further enhances the value of our client portals for advice firms - helping them reduce admin, speed up turnaround times, and deliver a better digital experience to clients.

Ready to explore what Digital Wealth Solutions can do for your firm? Start your 2-month free trial or book a no-obligation demo today.