Videosign is a secure, all-in-one platform that transforms the way financial professionals meet clients, verify identity, and sign documents remotely. Designed for advisers and wealth managers operating in regulated environments, Videosign simplifies client engagement while supporting compliance with industry standards.

The platform combines video conferencing, e-signatures, and ID verification within a single, user-friendly interface. Advisers can host meetings, share documents, and capture legally binding signatures during live sessions - creating a fully auditable record of each interaction. Meeting recordings, timestamps, and captured evidence support compliance with Know Your Customer (KYC), Anti-Money Laundering (AML), and recordkeeping requirements.

Videosign integrates seamlessly with leading financial software such as intelliflo and Xplan, allowing data to flow securely between systems and reducing administrative workload. This integration ensures consistency across client records while maintaining a smooth, connected experience for both advisers and clients.

By enabling advisers to conduct business securely and efficiently from anywhere, Videosign supports hybrid and remote models without compromising compliance or client trust. From onboarding and suitability reviews to agreement signing, Videosign empowers professionals to deliver a modern, compliant, and client-friendly digital experience.