Asset ManagementWealth Access Enhances User Productivity with DocuSign Integration

Wealth Access integrates with the DocuSign Agreement Cloud to introduce efficiency gains and improvements to the client experience for financial institutions.
PRNewswire PRNewswireFebruary 10, 20205 min

Wealth Access, one of the industry’s largest independent personal financial management and account aggregation platform, has announced a new integration with DocuSign, which offers the world’s #1 e-signature solution as part of the DocuSign Agreement Cloud.

By partnering with DocuSign, the Wealth Access platform will further increase user efficiency by eliminating manual and time-consuming documentation processes from wealth professionals’ workdays. The integration introduces the ability to select one or more documents from a client’s Wealth Access Document Vault to request e-signatures from all required signees.

“Every integration we build has a singular focus, which is to give wealth professionals tools that can help them better serve their clients,” said Cameron Taylor, Chief Product Officer of Wealth Access. “Our integration with DocuSign will enhance the client experience for investors by bringing their agreement process completely online and reducing the time it takes to complete signatures.”

The integration includes the full DocuSign experience for creating a DocuSign envelope, identifying the required signees, and initiating the DocuSign workflow. Once the workflow is complete, the signed document is placed back in the client’s Wealth Access Document Vault.

“We are excited to partner with Wealth Access and look forward to delivering expanded value and an enhanced experience to our customers,” says Chris Rimer, vice president of business development at DocuSign. “With this new integration, companies can utilize DocuSign eSignature to turn the agreement process into a streamlined, digital experience that saves wealth professionals’ client time and money.”

For more information about the Wealth Access and DocuSign integration, click here to read the Wealth Access December 2019 software release notes.

About Wealth Access
Wealth Access is an innovative wealth management technology firm that provides reporting solutions for the high net worth advisor and investor community. Its proprietary and diagnostic cloud-based platform aggregates information from more than 20,000 financial services institutions and various holdings to deliver an aggregated view, allowing for better decision support in investments, tax planning, insurance and other complex situations faced by high net worth individuals. Founded by a former Merrill Lynch high-net-worth advisor, Wealth Access provides a complete platform for advisors to collaborate with other professionals and position themselves central to their clients’ lives. Headquartered in Nashville, TN, Wealth Access is backed by successful investors and notable wealth management technology platforms. For more information, please log on to

About DocuSign
DocuSign helps organizations connect and automate how they prepare, sign, act on, and manage agreements. As part of the DocuSign Agreement Cloud, DocuSign offers eSignature: the world’s #1 way to sign electronically on practically any device, from almost anywhere, at any time. Today, more than 500,000 customers and hundreds of millions of users in over 180 countries use DocuSign to accelerate the process of doing business and to simplify people’s lives. For more information, visit or call +1-877-720-2040.



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