For Financial Services

AI contracts built for financial services

Experience a comprehensive array of advantages with our cutting-edge software solution designed specifically for financial professionals. Elevate the quality of your client relationships with structured drafts and clear disclosures sections, while saving valuable time through AI-powered drafting that lets you focus on strategic financial planning and investment advisory services rather than complex paperwork.

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Enterprise Document

DRAFT-04

VirtuSign AI-Core

Drafting project scope...

TITLE:

Project Partnership Proposal

Scope of Work:

1. Outline of project goals and deliverables...

2. Resource allocation and scheduled milestones...

3. Communication protocols and team structure...

Execution:

Authorized Signatory

Smart Drafting

Privacy-Focused Design

Encrypted Infrastructure

Security-First Approach

Built for UK Businesses

How it works

From contract creation to signature in four simple steps

Step 1

Choose a contract type

Select the agreement you need, from employment contracts to NDAs.

Step 2

Answer guided questions

Fill in key details through our intelligent questionnaire.

Step 3

AI generates your contract

Our AI creates a structured, customised agreement in seconds.

Step 4

Send for e-signature

Securely send to all parties and track signature status in real time.

Advanced contract tools for modern teams

Everything you need to streamline your contract workflow and accelerate digital agreement processes

AI-Assisted Contract Creation

Leverage advanced AI to generate structured agreements efficiently.

Our models are designed to produce consistent, organised contract drafts based on your input.

We currently support 30+ contract categories, including proposals, quotations, employment agreements and NDAs.

Lightning-Fast Contract Generation

Contracts are generated swiftly with minimal input, saving users valuable time and effort. Currently, we generate the majority of documents in under 30 seconds. With VirtuSign, you' re just seconds away from securing that new deal or signature!

Customizable Contract Variants

VirtuSign offers a wide range of contract variants for the same user input, providing flexibility and choice to meet diverse needs.

Seamless E-Signature Integration

Escape the need for multiple software solutions. VirtuSign enables users to send AI-generated documents and contracts to associated signees effortlessly, fully facilitating the signing process, including the signing order!

Personalized Branding

Allows users to customise contracts with their brand colours, cover design and fonts adding a personalised touch whilst also enhancing brand identity.

Comprehensive Contract Tracking

Provides robust contract tracking features, including monitoring creation, edits, and signings, as well as tracking important contract timelines, ensuring transparency and accountability throughout the contract lifecycle.

Safe & Secure Storage

Add your drafts, unsigned, and signed documents into secure, categorised folders. This not only provides a reliable solution to protect against data breaches and unauthorised access but also benefits efficiency for access and editing.

CRM & Invoicing Integration

Enhances overall efficiency and productivity by centralising customer management and invoicing tasks within a single, integrated platform.

We're also constantly adding external CRM integrations to VirtuSign.

Streamline Financial Paperwork with AI Drafting

Financial advisors, wealth managers, and financial planners face heavy documentation needs, complex fee structures, and the need for transparent client communication. VirtuSign helps you draft clearer advisory paperwork faster.

Draft financial advisory agreements, investment contract drafts, and client onboarding documents that include common clauses you can review and adapt for SEC, FINRA, and other industry-related considerations.

Create customized fee structure drafts, risk disclosure sections, and investment policy statements that clearly communicate terms for your review.

Establish professional credibility with branded wealth management contract drafts that demonstrate expertise and build client trust in your financial guidance.

Track client agreements, document deadlines, and renewal dates with automated systems that help you stay organized around industry requirements.

Loved by early adopters

See what our customers are saying about VirtuSign

"We reduced contract turnaround time from 3 days to under 40 minutes. The AI clause suggestions caught two issues our team had missed."

Daniel M.

Founder, UK Fintech (Beta User)

"The biggest win for us is speed. Our sales team can now send, amend and close agreements without waiting on legal for every small change.”"

Amira K.

Head of Operations, E-commerce Brand

"We trialled DocuSign and PandaDoc before this. VirtuSign feels more built for founders who actually move fast."

Tom B.

SaaS Founder, Manchester

Questions? We have Answers.

Everything you need to know about VirtuSign

How does VirtuSign help with industry-aware drafts?

Include common clauses around disclosures, risk warnings, and industry-related considerations for SEC, FINRA, and state-related topics that you can review and adapt.

How does VirtuSign help with role & responsibility?

Outline your practice with clear role and responsibility statements, scope and limitation clauses, and engagement boundaries you can review and adapt.

How does VirtuSign help with fee transparency?

Create clear, well-structured fee section drafts and investment cost disclosure sections that build client trust while addressing common transparency topics.

How does VirtuSign help with client onboarding?

Streamline new client acquisition with rapid generation of advisory agreement drafts, investment policy statements, and account opening documentation.

How does VirtuSign help with risk documentation?

Outline risk tolerance documentation, suitability assessment sections, and investment objective statements that you can review and adapt to your practice.

How does VirtuSign help with documentation standards?

Maintain consistent, professional documentation across all client relationships with standardized contract drafts that enhance credibility and operational efficiency.