At Signator Investors, Inc., we know how much you rely on technology to manage data and move your business forward while staying focused on meeting the needs of your clients. That’s why technology is such a primary focus for us. From mobile apps to e-signature to integrated business systems, you’ll find that our technology solutions not only support a full range of business models, but also integrate seamlessly with your practice.
Additionally, our state-of-the-art technology platform allows you to utilize a wide range of propriety systems and established industry software, including:
Our electronic fact finder enables you to collect client information online and integrates seamlessly with our needs analysis and account opening software.
Our eFile Cabinet is a document management tool that allows you to maintain electronic client files, transform paper documents into images, and quickly search and retrieve documents that are all maintained in a secure data repository. It is integrated with our account opening platform, simplifying the process for creating and maintaining client files, while helping you meet compliance requirements.
Our proprietary business system allows you to view, process, and manage all your registered business online, aggregate client data, provide consolidated reports, and get business on the books faster while allowing you to stay focused on providing the highest level of customer service to your clients.