• Morningstar AdviserLogic logoMorningstar AdviserLogic logo
  • DocuSign logoDocuSign logo

Morningstar AdviserLogic + DocuSign Integrations

How to connect Morningstar AdviserLogic + DocuSign

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How Morningstar AdviserLogic + DocuSign Integrations Work

  1. Step 1: Authenticate Morningstar AdviserLogic and DocuSign.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
adviserlogic logo
adviserlogic logo

About Morningstar AdviserLogic

Morningstar AdviserLogic is a financial planning and business management solution that positions advisers to engage and impress clients while efficiently running their business and helping them meet compliance obligations.
Learn more
docusign logo
docusign logo

About DocuSign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.
Learn more

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