How VirtuSign is useful for
Financial Services
Key Features and Benefits
AI-Powered Contract Generation
Lightning-Fast Contract Generation
Customizable Contract Variants
Personalised Branding
Comprehensive Contract Tracking
CRM and Invoicing Integration
Safe and Secure Storage
Seamless E-Signature Integration
Why Choose VirtuSign® ?
Experience a comprehensive array of advantages with our cutting-edge software solution, elevate the quality of your contracts by minimizing human errors and guaranteeing alignment by time savings through AI-powered drafting resulting in peace of mind as our secure storage ensures your documents' safety and legal adherence.
Create your free accountSecure Compliance with Financial Intelligence
Compliance Accuracy
- Generate compliant financial advisory agreements, investment contracts, and client onboarding documents that meet SEC, FINRA, and other regulatory requirements automatically.
- Create customized fee structures, risk disclosures, and investment policy statements that clearly communicate terms while protecting your fiduciary responsibilities.
- Establish professional credibility with branded wealth management contracts that demonstrate expertise and build client trust in your financial guidance.
- Track client agreements, compliance deadlines, and renewal dates with automated systems that ensure regulatory adherence and prevent costly violations.
Pain Points & Workflows of Financial Professionals
Financial advisors, wealth managers, and financial planners face strict regulatory requirements, complex fee structures, and the need for transparent client communication. VirtuSign addresses these critical financial industry challenges.
Regulatory Compliance
Automatically include required disclosures, risk warnings, and regulatory clauses that meet SEC, FINRA, and state requirements for financial advisory services.
Fiduciary Protection
Protect your practice with comprehensive fiduciary duty statements, liability limitations, and clear scope definitions that minimize regulatory and legal exposure.
Fee Transparency
Create clear, compliant fee structures and investment cost disclosures that build client trust while meeting regulatory transparency requirements.
Client Onboarding
Streamline new client acquisition with rapid generation of advisory agreements, investment policy statements, and account opening documentation.
Risk Management
Establish proper risk tolerance documentation, suitability assessments, and investment objective agreements that protect against compliance violations.
Documentation Standards
Maintain consistent, professional documentation across all client relationships with standardized contracts that enhance credibility and operational efficiency.
Investment advisory agreements with fiduciary duties and fee transparency disclosures
Financial planning contracts with comprehensive scope and liability protections
Wealth management agreements with portfolio objectives and risk parameters
Insurance brokerage contracts with commission disclosures and suitability requirements
Retirement planning agreements with ERISA compliance and beneficiary designations
Business valuation contracts with methodology disclosures and limitation of liability
Ready to Strengthen Your Financial Practice?
Join trusted financial professionals who rely on VirtuSign to ensure regulatory compliance, protect fiduciary responsibilities, and build stronger client relationships through professional, AI-generated financial agreements.
