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Adviser Technology Series
20/06/22

eSignature & Document Submission Report

The latest NextWealth Tech Stack series report benchmarks adviser platforms on eSignature and document submission. It shows that 72% of advisers want a fully digital set of processes from their platform compared with an average of 19% of processes still requiring a paper form (posted or scanned).

The report is available as a one-off purchase or as part of a subscription. Reports in the series cover integrations, digital adoption and more. To find out more get in touch

Some platforms are ahead of the pack. Last year’s ‘digital process champions’ AJ Bell Investcentre, Fidelity Adviser Solutions, Transact and True Potential Investment Platform are this year joined by abrdn Wrap and Quilter. These firms require a paper form (posted or scanned) signed by a client for fewer than 10% of processes.

  • Adoption of eSignatures and eSignature providers among financial advisers.
  • Recognition of digital process champions and laggards.
  • Analysis of 85 processes across 23 platforms highlighting processes that are most often paper-based and digital.
  • Heat map table comparing approaches to document submission and showing year on year change by platform.
  • Adviser demand for digital processes, based on fresh research.

Among the 23 platforms researched, 10 still require a paper form with a wet signature for at least one of their processes. On average, 19% of the 85 processes require a paper form (posted or scanned). The number of paper forms across the 20 platforms tracked since 2020 has nearly halved from 657 to 363.

Companies mentioned in this report: 

7IM / abrdn / Adobe Sign / Embark / Aegon / AJ Bell / Aviva / DocuSign / Fidelity / Fundment / Fusion Wealth / Hellosign / Hubwise / James Hay / M&G / Novia / Nucleus / P1 / Parmenion / Praemium / Quilter / Raymond James / Signable / Transact / True Potential / Wealthtime

The report is available as a one-off purchase or as part of a subscription. Reports in the series cover integrations, digital adoption and more. To find out more get in touch.

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