Aspen Corporate Financial Planning, a Perth-based financial planning firm, is dedicated to providing tailored financial advice to help clients build, manage, and protect their wealth. Co-directed by Jackson Dongray and Brad Twite, Aspen Corporate Financial Planning prides itself on delivering a seamless client experience while ensuring strict compliance with financial regulations. As part of this commitment, Aspen sought a more efficient and secure way to manage its document signing process—one that would reduce administrative bottlenecks without compromising security. Since adopting Annature, the firm has doubled its document turnaround speed, significantly improving workflow efficiency and client satisfaction.

Word-of-mouth recommendations led the team to Annature, with other financial advisers in their network praising its ease of use and cost-effectiveness. “We compared multiple platforms, and Annature stood out,” Jackson explains. “Being a boutique practice, the pricing model made sense for us. The pay-as-you-go approach means we only pay for what we use, without being locked into unnecessary costs.”

What challenges did you face in your organisation?

Before implementing Annature, the process of collecting client signatures was inefficient and difficult to track. Documents had to be manually sent, printed, signed, and returned, often causing delays of days or even weeks. With Annature’s digital platform, these delays have been cut in half, allowing advisers to focus on client relationships rather than chasing paperwork. “If I had to put a number on it, I’d say we’re at least twice as efficient now,” Jackson says. “It’s made sending, tracking, and receiving signed documents so much easier, and our clients love how seamless it is.”

Beyond efficiency, security was another major factor in Aspen’s decision to switch to Annature. With growing cybersecurity concerns in the financial sector, ensuring the safe handling of sensitive client information was a priority. “Two-factor authentication has been a game-changer for us,” Jackson adds. “We needed a solution that met strict security standards while also being simple for clients to use, and Annature delivered on both fronts.”

The real-time tracking dashboard has also been a major time-saver, eliminating the need to sift through emails to check document statuses. “Having a clear view of all outstanding documents in one place is a huge plus,” Jackson says. “Our admin staff can prepare drafts, and advisers can jump in when needed, making collaboration much smoother.”

How has Annature improved your processes?

Looking ahead, Aspen Corporate Financial Planning is keen to integrate more of Annature’s features into their workflow, including automatic reminders to further reduce follow-up times. “It’s already saved us so much time, and we’re still only scratching the surface of what it can do,” Jackson notes. “Annature has completely changed how we manage document signing—it’s faster, more secure, and so much easier for both us and our clients.”

By streamlining document workflows, Aspen Corporate Financial Planning has created a more efficient, professional, and secure system that benefits both their team and their clients. With reduced administrative burden and improved turnaround times, the firm can now focus on what truly matters—delivering exceptional financial advice.
‍
https://www.aspencorpfp.com.au/