ClickCease

Streamline Document Management and Signing with Invessed and DocuSign

Integrating Invessed with DocuSign allows for seamless and efficient document management and signing processes. With this integration, users can easily upload, share, and sign documents within the Invessed platform, eliminating the need for manual handling and physical paperwork. By leveraging the power of DocuSign's secure and legally binding electronic signatures, Invessed users can streamline their workflows, improve collaboration, and accelerate the completion of important transactions. This integration enhances the overall user experience and ensures that document processes are reliable, secure, and compliant.

What is Invessed?

Invessed is a complete client engagement platform for Financial Advisors and Wealth Managers, including Client Experience, Advisor Productivity, Financial Integrations and Crypto Custody suites.

What is DocuSign?

DocuSign is a digital transaction management platform that eliminates manual paperwork by streamlining document workflows. It offers secure and legally binding electronic signatures, allowing users to sign and manage documents online. With DocuSign, businesses can speed up document processes, enhance collaboration, and ensure regulatory compliance.

Why integrate Invessed with DocuSign?

  Invessed DocuSign
Experience Multi-channel experience Seamless CRM integration
Cost Fair and transparent prices Flexible, to requirements
Hosting Fully-managed SaaS Fully-managed SaaS
Support Invessed SLA DocuSign SLA
24/7 Support
Community forum
USP Wealth Engagement Platform Digital Transaction Management Platform

Tried-and-trusted technology stack

.NET Core

.NET, developed by Microsoft, is an open-source cross-platform framework for building apps and integrations for web, mobile, and other platforms.

Azure Cloud

Microsoft's Azure Cloud platform offers unmatched power, scalability, and security, providing cost-effective hosting and access to AI capabilities.

DevOps

DevOps combines software development and IT operations to shorten the systems development life cycle and ensure continuous delivery.

Start a project

Ready to upgrade your client portal? Get started with an Invessed project.