For financial advisors and planners

Advice provided.
Is the file complete?

Let customers easily sign documents digitally, verify their identity when necessary, and record supporting documentation. In this way, Zynyo supports the creation of a carefully compiled and verifiable advisory file.

Schedule a demo Here's how it works
  • In accordance with eIDAS
  • Complete audit trail
  • No account required for your customer

The challenge

Does this sound familiar in your consulting practice?

Good advice isn't complete until the file is in order. That's exactly where things often go wrong.

Can you prove that your customer has given their consent?

Record the electronic signature and associated supporting data digitally in an audit trail.

Does your customer find physically signing a document to be a hurdle?

Your customer signs on a smartphone, tablet, or computer, whenever and wherever it's convenient. No printing, scanning, or returning documents.

Is your client identification in order at the time of signing?

Include digital identification where appropriate and record the result as part of the signing process.

Use cases

Practical Application

From the first customer contact to a complete and verifiable file.

01

Customer Onboarding (KYC)

Digitally verify the identity of new customers and have them securely sign service agreements, including the verification of the signer's identity.

02

Recording of Recommendations

Have financial plans, investment advice, and risk profiles digitally confirmed so that receipt and approval are verifiably documented.

03

Case File Creation

Record signed agreements, client statements, and consents—including an audit trail—to create a complete and verifiable advisory file.

04

Customer-Friendly Interaction

Allow customers to easily receive and sign multiple documents and attachments in a single signing request on their smartphone or computer.

Documents

From Order Confirmation to Statement of Agreement

Use digital signatures for all documents in the advisory process.

Service contract
Service Agreement
Financial Plan
Advisory Report
Customer Profile
Risk Profile
Authorizations and Consents
Declarations of Change

Your customer can sign on a smartphone, tablet, or computer without creating a Zynyo account.

Method

How Digital Signing Works

Four steps from document to signed and recorded proof.

1

Select a document

Upload the document or launch it from a linked application.

2

Submit a request

Your customer will receive an invitation to sign digitally.

3

Identify

If desired, include an appropriate form of identification.

4

Recording Evidence

Please include the signed document and the audit trail in your file.

Supervision & Evidence

Support with AFM File Preparation

When it comes to compliance, it is important that you can document which agreements were made and which documents were signed. Zynyo supports the documentation process related to signing, identification, and document integrity.

Get started with our web application today. Or ask about the possibilities for integrating it with your software applications.

Zynyo provides support and assistance in preparing the advisory dossier to ensure it is AFM-compliant. Your organization remains responsible for the completeness of the dossier’s content and compliance with applicable obligations.

You select the appropriate signature level for each document

Ordinary electronic signature

Quick and easy for standard agreements and confirmations.

Advanced electronic signature

Uniquely linked to the signer, providing additional assurance of identity.

Qualified electronic signature

The highest level under eIDAS, legally equivalent to a handwritten signature.

Even when the regulator is watching

Is the file complete? Check!

Prevent missing signatures and strengthen your digital evidence chain. Watch a short demo to discover how Zynyo supports your consulting firm.

Request a demo