Operations Memo

OM_2020-08; New Digital Signature System

For more information, contact:

Advisor Services Team

Date Issued:

August 1, 2020

Since the COVID-19 restrictions around social distancing and work from home policies went into effect, the usage of digital signature services has grown exponentially.  In fact, from February to June of this year we have used up our total 2-year contracted allotment of envelopes with DocuSign in just 3 months!

In this connection, over the last several weeks we have been reviewing our digital signature system and comparing vendors with the objective of reducing our costs.

As a result, we identified a new vendor, SIGNABLE, which provides the same level of services for much better value.  We signed up for a demo version and did a series of tests with several advisors, their assistants and advisor services staff.  The tests have met our requirements and we have made the decision to move our business.

In the next few days, you will receive an email with a User ID and Password to set up as a SIGNABLE user.  Please take a moment to login and familiarize yourself with the application.  You will find it straight forward to use, as the application operates very much like our current vendor application.

We will also be arranging a webinar to formally introduce the application and help answer any questions you may have.

Effective immediately, we would ask that you start using SIGNABLE as we will not renew for any additional envelopes with DocuSign.

As always, if you have questions or comments, contact the Advisor Services Department by email at advisorservices@gpwealth.ca.