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.