Using Oranj-DocuSign Integration with Clients and Prospects

Introduction to the Oranj-DocuSign Integration

Watch this brief video on the steps your Firm Admin should have already taken to get you, your clients, and prospective ones started with using DocuSign within the Oranj platform.

DocuSign and Account Opening and Account Transferring 

DocuSign makes account opening and transferring simple and convenient for your current clients and prospective ones. Watch the video below to learn what this integration means for ease of growing your business. 

DocuSign in the Vault

DocuSign liberates your clients and prospects to electronically sign and execute account opening documents, investment management agreements, investment policy statements, and hundreds of other custodial forms for any given transaction and service by way of the vault. Watch the below video to learn how Oranj makes servicing your clients and prospects a great experience.

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