Financial advice and wealth
PDF tools and e-signatures for financial advisers and wealth managers
Gather annual review packs, make clients sign agreements, archive suitability reports as PDF/A and send personal data with protection. Server jobs dey run for London and dem dey delete files within 2 hours.
Try Business free for 30 daysSee how signing dey work
£6.99 for each user every month, dem bill am every year · from 2 users
Wetin advice firms dey use am for
Built for the paperwork around advice
Client agreements and fee letters, signed
Fill the client agreement for screen and send am for signature. Joint clients go sign in the order wey you choose, and the certificate go record each step.
Annual review packs
Join valuations, the review letter and fund factsheets into one pack with page numbers, then compress am so e fit go by email or enter the client portal.
Provider statements to spreadsheets
Turn tables inside platform and pension statements to Excel so paraplanner fit check the figures without typing dem again.
Reports archived as PDF/A
Convert suitability reports from Word to PDF, then to PDF/A, the archive format wey dem design to open the same way for years to come.
Personal data sent safely
Protect pack with password before e go by email, and redact account numbers from documents wey you dey share with third party.
Old files wey you fit search
Scan paper client files with your phone and recognise the text, so you fit find name or policy number in seconds.
Where Macaaw fit inside advice firm
Advice firms dey spend plenty time to gather documents: fact-finds, reports, provider statements and review packs. Macaaw dey make that work quick. E no dey give advice, e no dey hold client money and e no dey replace your back-office system; e dey prepare the PDFs wey go inside am. Most firms don already get back-office system and client portal, but dem still need put the documents together by hand. Na that part Macaaw dey make quick.
Joining, redaction and signing your own documents dey run inside your browser, so those files no dey ever comot from your computer. Conversion, compression and text recognition dey run for our servers for London and we dey delete dem within 2 hours. Business workspaces fit make every member use passkey or two-step sign-in.
Na your compliance team go decide which records to keep and where. Macaaw dey keep tool files for hours, no be years, so download the finished PDF/A and file am for your own system. Agreements dey stay encrypted until everybody don sign and then for 30 days.
Playbook
Annual review pack in four steps
Save am as workflow and every adviser and paraplanner go build the pack the same way.
Gather the documents
Drop the valuation, the review letter and the factsheets, and convert any Word or Excel files to PDF.
Join in order
Put the letter first and the supporting documents after am, then add page numbers so the client fit follow the meeting.
Compress and protect
Make the pack small reach to email and protect am with password wey you go give the client separately.
Archive the report
Convert the final report to PDF/A and file am for your back-office system.
Business plan
One plan for the whole team
One plan for advisers, paraplanners and administrators, with allowances wey una share.
£6.99for each user every month, dem bill am every year · or £9.99 every month
- 200 signature requests for each user every month, wey una share
- Reach 20 signers for each document
- 1,000 pages of text recognition for each user every month, wey una share
- 500 Office conversions for each user every month, wey una share
- Files reach 500 MB and 200 files for one task
- Members, roles, shared workflows and central billing
- UK serversServer tools dey run for London.
- We dey delete within 2 hoursFiles from our tools, or the moment you press Delete.
- UK GDPRData processing agreement dey Business.
- Audit trailEvery signed PDF get im signing certificate.
Questions
Wetin advisers dey ask
Joint clients fit sign the same agreement?
Yes. Add both of dem as signers, choose whether dem go sign in order or any order, and each person go get their own link. The signed PDF go carry certificate wey list both of dem.
Macaaw na record-keeping system for regulated advice?
No. Na document tool: files wey tool use dey delete within 2 hours. Keep finished documents for the system wey your compliance team approve.
We fit make staff use stronger sign-in?
Yes. Business workspace fit make every member use two-step sign-in, by passkey or authenticator app, and limit which sign-in methods dem allow.
Wetin be PDF/A?
PDF/A na version of PDF wey dem make for long-term archiving: fonts dey embedded and nothing depend on outside content, so the file go open the same way years later.
We fit ask signer for code?
Yes. Set access code when you dey send, and tell the client the code by phone. Dem must enter am before dem fit see the document.
We fit turn provider statements to spreadsheets?
Yes. PDF to Excel dey convert the whole statement, and Extract tables dey export only im tables to Excel or CSV. Scanned statements dey work too, because text recognition go run first. Check the figures against the original before you rely on dem.
The legal information for this page na general guidance for England and Wales, e no be legal advice. Scotland and Northern Ireland get their own rules, and deeds or documents wey must get witness need extra formalities.
Review packs ready before the kettle boil.
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