An e-signature solution for

Financial Advisors

The only solution to edit, sign, send and store your precious customer files securely  

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Benefits that matter for your agency

Replace the uncertainty and the frustration with a more secure way of signing and organizing your documents. 

Legality

e-Signatures are valid and legally binding. Combining them with the power of blockchain, you get a trustful ally beyond any doubt.

Efficiency

Focus on your clients. Let us take care of the bureaucratic distractions. Close your business cases fast and avoid mistakes that make you look unprofessional.

Order & Organization

All your files are stored in one place and can be organized according to your preferences, procedures and professional standards.

DOCUMENT MANAGEMENT SYSTEM

Application examples

Sign and collect eSignatures, build online fillable templates, automatically send documents to multiple recipients, and much more that will automate your daily tasks.

By utilizing the best software, we cover every need that you have. You can use this solution for paperwork with your clients and within your company. 

From Investment Advisors to Tax Advisors, from Certified Financial Consultants to FinTech Companies, anyone can use it.

Important documents such as Confidential Documents, Contracts, Insurance Policies, Tax Organisers, Bank Wiring Information, Client’s Personal Data, and Credit Scores  can be edited,  signed, sent, and stored securely. 

It is time to go completely digital! 

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How does it work?

Sending online documents is easy! Simply upload your document online, add who you need to sign it, specify where you want them to sign and hit send. We’ll do the rest from there.

The signer will receive an email with a unique link to add their electronic signature to the document. Creating eSignatures is that easy.

No registration is needed by the signer and they can sign online from any device. You can also send one document to multiple people.

Still have questions? Book us!
Don't take our words..
Anyone exchanging contracts and legal documents remotely or cross border should be using filesdna.
Andy Octavian
Andrew Pletsers
CEO @ FRAME IT
A must have application for business. Great application, very user friendly and a top tech team behind it.
Scott Naisbett
Scott Naisbett
ISO Systems UK
I really recommend using Filesdna. It is easy, free, and packed with features. Digital signature was never so easy.
emilia
Emily Samora
Investment Advisor
All you need to know

Here is a list of the most common customer questions. As a real estate agent, you may have more questions. Contact us to sort them out.

Electronic Signature FAQs

An Electronic Signature, also known as E-Sign, creates a legally binding relationship between all signing parties that protects everyone involved. Electronic Signatures are the modern technological replacement to handwritten signatures previously used on documents such as Contracts, NDAs, Agreements, registry forms, ETC

The benefits that FilesDNA electronic signature serves is that it’s easy to use and secure using blockchain security. You can sign your document online or place an already created signature. We even have a mobile application that makes it convenient so it can be used anywhere or anytime.

At FilesDNA, we encrypt your files. This means no one can access the files without having your unique hash code. So to put it simply, yes, your documents are in good hands with us.

Yes, Electronic Signatures are legally binding and recognised by most of the developed world. Since 2016 the European Union began following the Electronic Identification and Trust Services Regulation (eIDAS), allowing all trade in Europe to be supported by E-sign solutions.
A similar act was also instated for the US in 2000 named the ESIGN Act.

Yes, FilesDNA utilize the Ethereum blockchain to encrypt your files producing a unique hash code used to access your documents. This makes your documents utterly inaccessible to anyone looking to tamper or view your documents.

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Borderless Security