Systemise and leverage data for massive efficiency gains.
Prior to Assent, financial planners had to generate the Renewal document and update the relevant key information manually. For example, add the sent date, adjust to pending and once signed, add the signed date. Details are missed and important compliance information is incomplete.
Combining the Assent app with the Xeppo document storage and e-signature integrations, you’ll experience a huge uplift in efficiency. No more headaches fulfilling your service obligations.