Newly enhanced digital signatures added to the platform

We are pleased to show you our newest software feature: enhanced eSignatures. This new development adds efficiencies for investors, brokers, and advisors to execute documents. The eSignatures are compliant with USIGN and UETA laws granting eSignatures the same legal status as written signatures.*

New features include:

  • 100% in-app completion of subscription and placing funds

  • Auto-populated subscription agreement is customized to your template

  • In-app countersigning for issuers, advisors, and brokers

More Efficient Investing


“The newly enhanced eSignature feature solves the pain point of having to email multiple parties (often many times each) to sign, scan, upload and re-send these documents. Our solution prioritizes security for all parties, and enables issuers to countersign and appropriately store documents”.

 Christa Ferrari, Chief of Solutions

Organized Countersigning

If you would like to see an individual demo, please get in touch with

* The eSignatures are compliant with the requirements of the U.S. Electronic Signature in Global and National Commerce Act of 2000 (ESIGN) (enacted federal statute), and the Uniform Electronic Transactions Act (UETA) (uniform statute as model for state legislatures to enact) regarding electronic signatures and transmissions. These laws provide that eSignatures, properly executed, exhibit the same legally binding status as written signatures.
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