Financial Advisors & Wealth Management
E-Signature Software for US Financial Advisors
Collect client signatures on advisory agreements, disclosures, and authorization forms — digitally, securely, and with a full audit trail.
US financial advisors and wealth managers operate under strict regulatory requirements. Every client instruction needs to be documented. VedaSign makes it easy to collect legally binding digital signatures on advisory agreements, fee disclosures, and account authorization forms — with a full audit trail stored on secure cloud infrastructure. At $25/month, it's the most cost-effective compliant e-signature solution for US financial services.
Common Use Cases
Advisory Agreements
Get client sign-off on advisory agreements before executing recommendations.
Fee Disclosure Agreements
Collect signed confirmation of your advisory fees as required by SEC and FINRA rules.
Account Authorization Forms
Get clients to sign authorization forms for broker-dealers, custodians, and insurance providers.
Client Agreement & Terms of Service
Onboard new clients with a professionally signed service agreement.
Annual Review Sign-Offs
Document client approval of annual review recommendations digitally.
$25/month
Unlimited users · Unlimited documents · Secure cloud hosting
No per-user fees. No document caps. No hidden charges. Launching October 2026.
Frequently Asked Questions
Is VedaSign compliant with SEC and FINRA requirements?
VedaSign provides legally binding signatures with a full audit trail (timestamps, IP addresses, signed document hash) under the ESIGN Act and UETA. This supports record-keeping obligations. Always verify specific suitability with your compliance officer.
Is client financial data secure?
All documents and data are stored on secure cloud infrastructure with 256-bit AES encryption, making it straightforward to meet data protection requirements.
Can elderly or less tech-savvy clients sign easily?
Yes. Clients just click a link in their email and follow a simple, clear signing process — no account or app needed.
Does VedaSign provide a DPA for compliance files?
Yes. A full Data Processing Agreement is available on request at privacy@vedasign.us.