eSignature
New Business
Advisor Client Experience
Practice Management
100
There are currently three available eSignature methods-- Signature Pad (Topaz), Sign In Person, and this.
What is Send for eSignature?
100
In this month of 2019, the Custom Advisory Relationship went NRO.
What is October?
100
ACE was launched in this month of 2019.
What is October?
100
Advisors are asked to create practice level goals at the beginning of the year. This percentage of advisors recently used the uplifted business planning tool. (60%,70%,80%,90%)
What is 90%?
200
There are two signing platforms hosted on the new Eforms Manager-- Sign In Person and this.
What is Advisor Signature?
200
Three new single page applications outside of CAR were launched under New Business this year. These include Ameriprise Certificates, Financial Planning, and this.
What is Alternative Investments?
200
These are the two digital client attributes that are being required for new all new clients under the ACE initiative.
What are email and mobile phone number?
200
From January to August of 2019, this subset of new advisors brought in $12 Billion AUM.
What is EARs?
300
Three months after its launch, 25 thousand documents had been signed with this new eSignature method launched in 2019.
What is Sign In Person?
300
On the eForms Manager navigation tree, you would find CAR applications under this New Business subcategory.
What is Managed Accounts, Brokerage, and Education Plans?
300
This capability is being integrated with the new business process to help advisors get goals set up with clients.
Goal Capture Utility
300
In August of 2019, Digital Docs expanded to include this product.
What is Select Separate?
400
Sign In Person, the most recent eSignature signing method launched in 2019, is accessible through eForms Manager and this application.
What is Advisor Mobile?
400
The single page application Financial Planning was launched in May, and after one week it had been used to produce this many documents (to the nearest hundred).
What is five hundred?
400
The report used by advisors to review their population of advisors that have goal based advice is called this.
What is Goal Based Advise Report?
400
This tool, being rolled out in 2020 will allow advisors to look across their entire portfolio and use analytics to identify a clients potential to grow to help with how to segment their time across their client base.
What is Client Segmentation?
500
With the launching of the uplifted Eforms Manager, advisors now have the ability to change signature methods on the signer level. This feature is kept in this part of the eForms Manager application.
What is the Work In Progress table?
500
More than 130 thousands basic brokerage accounts were setup this year through this tool.
What is BPE?
500
The report that is used by advisors to review their population of advisors that have goal based advice is called this.
What is the Advisor Client Experience Dashboard?
500
This application, which was rolled out to allow advisors the ability to manage digital subscriptions had 500 unique users during the first full month of rollout in March of 2019.
What is eConnection?