We Automate Agreements, Signatures and Manual Tasks.

Drowning Under Paperwork and Compliance?.


FinServ Professionals spend more than 40% of their time on back-office related tasks

Speed up

Get agreements signed in minutes, not days or weeks

Build strong

Spend your time helping clients, not chasing

Increase compliance

No more errors or missings , paperwork

Scale the Business

Grow with your practice with scalable processes

Solusign Helps Financial Advisors and Lenders
Unlock DocuSign’s ROI

30 min

Average time
to signature

Subscription agreement
Loan application
Account Opening
Capital Letters(PE,VC)


Less time
saved on

opening investment accounts
and submit completed
fund documents


Less error
in forms

Receive error-free



Less paper.
more business


Loans close

And faster time
to origination fee

What Financial Advisors Say About Us

“As the practice grew, we were drowning in paperwork and various administrative tasks Preparing and sending subscription agreements via FedEx was expensive and time consuming. We were spending our time processing information and chasing signatures. We knew we needed a solution but weren’t sure by where to start. Solusign helped us create scalable processes fully integrated with our existing systems. The team can now generate and send agreements in a couple of clicks and our customers return them signed within hours instead of days, and error free!”

Jared Machin

Managing Director | Cerulean PE

As the practice grew, we were drowning in paperwork and various
administrative tasks, As the practice grew, we were drowning in .

Transform Your Practice

As Featured On

Let Solusign Transform Your Practice With The DocuSign Agreement Cloud

1. Workflow analysis

We meetup to find out what’s stopping you from achieving your goals

2. Go paperless

We convert all your agreements into DocuSign

3. Integration & Automation

We integrate DocuSign with your existing systems

4. User Training

We train your users and provide you with step by step tailored training video

5. Ongoing support

We maintain all your new workflow as your needs keep evolving


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Lets' Work Together

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