Project - YdealAppCloud
The task was to create a modern, secure, and responsive client zone application that provides clients with a view of their portfolio while also enabling them to finalize and sign contractual documents fully online.
We created multi-tenant application for signing and sending PDFs documents. Each tenant can have his own branding.
Features
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Template-Based Documentation: Advisors or administrators create documentation based on predefined, managed templates.
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Interactive Forms: Involved parties fill out documents directly on the website using interactive forms.
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Validation: Documents are interactively validated and only sent when they are formally correct.
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Signature Fields: Each interactive form can be equipped with signature fields, specifying which party should sign the document.
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Online Signing: Everything can be done online, and documents can even be signed using a mobile phone or tablet.
- Document Archive: All documentation is archived in PDF format.
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Categorization: Everything is categorized and stored in the client’s profile.
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Client Overview: Clients have access to a real-time view of their account status and investments through a clear, interactive, and responsive report.
