Signing and vaulting features for financial services

Every feature exists because a regulated firm needed it and their existing signing tool couldn't deliver.

Security

Tamper-proof document vault

Immutable encrypted storage for the full retention period. Documents cannot be modified or deleted until retention expires.

Cryptographic integrity

SHA-256 hash at upload. Immutable record proves the document hasn't been altered. Verifiable by any party at any time.

Compliance

FCA-ready audit certificates

Exportable, signed audit certificates with per-event detail: IP, user agent, timestamp, consent text, document hash. Designed for regulatory evidence.

7-year retention (standard)

Documents and audit trails retained for 2,555 days. Configurable up to 10+ years on Enterprise plans. Immutable during retention period.

Consent recording

Explicit consent captured with verbatim text, IP address, and timestamp before any signature field is accessible.

Automated retention management

Configurable actions on retention expiry: auto-purge, cold archive, or admin review. Purge events logged separately for compliance evidence.

Branding

White-label signing

Your firm's domain, colours, fonts, and logo on every signing page and email. Clients see your brand, building trust in the signing experience.

Custom email identity

Signing invitations sent from your firm's email domain. Control from address, reply-to, and footer text.

Developer

REST API with bulk operations

Full API coverage: campaigns, documents, recipients, sends, status queries. Bulk operations for high-volume workflows. Webhooks for real-time events.

Enterprise

SSO (SAML/OIDC)

Enterprise single sign-on with your identity provider. Enforce MFA and session policies from your IdP.

Role-based access control

Admin, sender, compliance officer, auditor roles. Control who can send, view audit trails, and manage vault settings.

Signing Experience

No client accounts

Clients receive a secure, branded link. No signup, no app, no friction. Completion rates above 90%.

See it in action

The security of a vault. The simplicity of a signing tool. Built for financial services.

Request a security review