With its competitive pricing and Xplan integration, switching to Annature was a no-brainer. 

Led by our Principal Private Wealth Adviser, Brad Gunn, we’re a family-operated financial advisory firm with a head office in Newstead, Queensland.

What challenges did you face in your organisation?

We transitioned from Docusign to Annature in May 2024 on the recommendation of our licence holder. Docusign’s high fees had become unaffordable, and we were drawn to the fact that Annature is Australian owned and operated, with an always-on local support team. We also needed a solution that could integrate seamlessly with our Xplan software - a feature not offered by Docusign.

We couldn’t be happier with Annature, which we use primarily to send our fact-finds and statements of advice to clients for electronic signing. Our fact-find is a 64-page document, and we require clients to sign three times and initial five times. This can also include contracts for third party providers which need signing, initials and witnessing.

How has Annature improved your processes?

Using Annature, we send between 30-40 envelopes a month, which has saved significant time (and reams of paper!) compared to previous manual processes. Our clients love the convenience, and we can have documents returned within 15 minutes, rather than days. We’ve also found the follow-up function to be highly effective, which saves our team time-consuming calls and emails. We generally only need to send one follow-up before the documents are promptly returned with signatures. 

Annature’s Xplan integration also helps us maintain high compliance standards as a licensee, as envelopes are automatically accessible to view via the software. Switching to Annature was a no-brainer, as we get more features and hands-on support from a locally owned provider, at a fraction of the cost.