
Electronic signatures, document management and more.
It’s time to wave goodbye to the old way of managing documents, don’t you think? Say goodbye to excessive paperwork and administrative tasks - say hello to secure document management, a powerful collaboration experience and simple eSigning.
Managing documents can get chaotic. Between all the documents, versions, and signature pages, there is a lot to keep track of. Spending time keeping track of documents, paper or digital, is not a great use of time and takes away focus from the thing that matters most - providing value to your clients. Furthermore, mistakes can and do happen, mistakes that can have a range of financial and legal consequences.
dealcloser is a simple document management system that lets you organize your documents and contracts that need to be signed for the long term. With powerful tracking tools, it’s simple to make sure all your documents are signed and organized.
Extended 30-day free trial Discount of 50% on a subscription in year 1 Discount of 30% on a subscription in year 2 Discount of 10% on a subscription in year 3

AiK2 Insurance for Wealth Managers
AiK2 offers business insurance exclusively for wealth managers – making it simple and cost effective.

Alternative Income Solutions
AIS challenges conventional thinking, setting income as a key objective for individuals with wealth. We believe income should be a critical portfolio component throughout the investment lifecycle.

ChaliceMD
Exclusive access and pricing on group health insurance, payroll, HR, 401(k) and benefits.

CPA Site Solutions Website
First impressions are now made online. Get a website that stands out from competitors.
