Signature cycles shouldn’t slow service. Launch, track, and file eSignatures from within SS&C Black Diamond, and let the platform close the loop automatically in your client’s portal and Vault.
By centralizing signature workflows, firms reduce turnaround times and eliminate manual tracking. This leads to smoother onboarding, faster approvals, and a more consistent client experience with fewer bottlenecks.
Process Enhancements:
Initiate requests using uploads or DocuSign templates without leaving your workflow
Notify clients instantly and add a To‑Do with due dates and reminders for accountability
Auto‑complete tasks and alerts the moment signatures are finished
Route final documents to designated Vault folders with share controls by party
Monitor outstanding signatures across relationships for firm‑wide visibility
