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Oranj Integrates DocuSign eSignature to Digitize Last Mile of Paperwork for Advisors & Investors

Oranj's Digital Advice Platform Further Strengthens the Advisor/Client Relationship


News provided by

Oranj

Mar 28, 2017, 08:54 ET

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CHICAGO, March 28, 2017 /PRNewswire/ -- Oranj has released an integration with DocuSign, the pioneer and global standard for eSignature and Digital Transaction Management, to enable financial advisors and their clients to seamlessly sign documents electronically using Oranj's digital advice platform. Oranj's API integration with DocuSign helps advisors decrease the time and effort required to approve and authorize documents, which, once completed with DocuSign, are safely archived in Oranj's document vault, where advisors and their clients can access them at any time and from any location.

To learn more about the integration, please visit Oranj's website for a video demonstration: www.runoranj.com/docusign

"This integration with DocuSign makes it easy to obtain electronic signatures through Oranj," said David Lyon, CEO and Founder of Oranj. "We don't just help advisors speed up account opening processes—we also empower them to personalize their engagement with clients and prospective clients, so they can demonstrate their value whenever and however clients need it."

With DocuSign, advisors can securely obtain eSignatures through Oranj on documents required for:

  • Opening and transferring accounts.
  • Investment management agreements.
  • Investment policy statements.
  • Changing beneficiaries.
  • Moving assets.

"Oranj shares our commitment to harnessing state-of-the-art digital technology to empower entrepreneurs and enterprises to transform the way they do business," said Neil Hudspith, President of Worldwide Field Operations at DocuSign. "DocuSign's DTM platform and eSignature service help advisors accelerate the speed of their business and decrease risk in security and compliance—all while providing a world-class experience for their clients."

DocuSign is changing how business gets done by empowering more than 250,000 companies and 100 million users in 188 countries to send, sign and manage agreements and collect payment—100% digitally—anytime, anywhere, on any device with trust and confidence. With DocuSign, businesses achieve faster speed to results, lower cost, increased security and compliance, and better customer experiences. On average, 84% of transactions are completed via DocuSign in less than one day; 62% in less than one hour; and 51% in 15 minutes or less—dramatically faster than the days or weeks typically required with paper. On average, DocuSign delivers $36.44 in value per document to customers—including hard dollar savings, productivity improvements and revenue gains—over paper methods.

About Oranj
Oranj is focused on creating the world's best user experience for working with people's financial lives and personal goals, one that empowers people to make smart financial decisions and connect with financial professionals to answer complex questions without requiring them to analyze complex data. To achieve this, Oranj builds software for servicing, collaborating, managing, and connecting by utilizing user-friendly applications for a fully interactive human-driven, technology-assisted experience. The Oranj platform offers a secure document vault, an instant-messaging system, aggregated data from more than 25,000 institutions, online account opening/transfer capabilities, client collaboration tools, real-time activity notifications, extensive data analytics, and an archive of advisor/client communication going back to the prospect stage. For more information about Oranj, please visit www.runoranj.com or follow @runoranjdotcom.

CONTACT:        Andrew Jennings
                        JConnelly
                        (973) 224-7152
                        [email protected]

SOURCE Oranj

Related Links

http://runoranj.com

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