CFP owners: keep signed client agreements on contact records
CFP owners: keep signed client agreements on contact records
CFPs misfile signed client agreements, creating audit risk and delaying advisor responses. It attaches signed files to the contact record so advisors have immediate access for servicing and compliance.
Overview
Misplaced signed agreements create audit exposure and frustrate clients. This workflow guarantees every completed signature lands on the correct contact record so advisors have immediate, organized access, removing manual searching and reducing compliance gaps.
Notable Features
- Attach signed documents to contacts
- Match contacts by signer email
- Notify advisors when files attached