Many Financial Advisors and Planners currently need to determine what solutions they can implement to obtain their client’s signatures digitally, especially for clients who has limited technological experience.
Over the coming weeks, I will share my view on some of the tools available in the market. The first is an extremely popular choice, namely Adobe Sign or Adobe EcoSign. Adobe Sign allows you to send documents via email to your clients for their signature.

Here are the things I like about the Adobe Sign platform:

  • 1- You can customise the subject line and body of your email to your client.
  • 2- You can CC other users such as your assistant or the client’s spouse (if required)
  • 3- You can set the fields in the document that you need your client to complete and your client will be guided by the reminder stickers on the left of the screen.
  • 4- After the client has signed the document, it is stored to your adobe account and your client’s if they have one. Further to that the signed document is emailed to your client and they can download it directly after they have signed it. Everyone you CC’ed in the email will also get a copy of the same signed document.

What I do not like:

  1. There is no way to password protect the document so that it remains secure via email. Anyone with the link can open the document on your client’s behalf.
  2. There is no way to customise your email with your logo

The cost:
Adobe Sign allows you to send 2 documents free in a 30-day period.
• With a 12-month commitment price per user $ 11.49 (Approx R 206.82 p.m.)
• Month to month use, Price per user $ 17.24 (Approx R 310.32 p.m.)
For more on Pricing you can click here.

Alternative Adobe Subscriptions:
You can also subscribe Adobe Acrobat Pro plans that allows you to create forms and more with your PDF Documents, Turn scanned documents into editable, searchable PDFs and more. Adobe does offer a free 3- day trail for this option.
The subscription for a 12-month commitment is $ 17.24 per user per month (Approx R 310.32 p.m.)
For more on Pricing you can click here.

What does your client need?
Your client only needs an email address and an active internet connection.
It works on Laptops, Mobiles and Tablets.

User friendliness – Document sender 4.0/5
User friendliness – Document Receiver 4.8/5
Secure Platform 4.0/5
Customisation 3.0/5
Pricing Structure and flexibility 4.5/5
Overall Score 4.5/5

You can watch the how to video here.

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