For World Financial Group advisors
Compliance paperwork, finished before you leave the meeting.
Compliance records your client conversation, drafts every required form for your province and product mix, and routes them to DocuSign for signature — with a full audit trail for review.
Engage
Listens to the meeting in any language and watches your shared screen, then writes it all up in English.
Analyse and fill
Turns every meeting into completed WFG compliance forms — disclosure, reason why, meeting note and more.
Sign with DocuSign
Send one form or the whole package for e-signature, with the audit trail retained for review.