Case Study: Assante Wealth Management achieves faster document turnaround and avoids account freezes with Signeasy

Assante guarantees five-star client experience with Signeasy

Assante Wealth Management, a Canadian wealth firm managing over $40 billion with 800+ advisors, struggled with slow, paper-based signature workflows across multiple Ontario branches. Financial advisor Trina Oddi often needed to validate 20–30 documents weekly that required multiple signatures and, under Ontario Securities Commission rules, had to be returned within 48 hours or risk account freezes. To address this bottleneck, Assante Wealth Management adopted Signeasy’s eSignatures solution.

Signeasy enabled scanned documents to be routed and signed electronically by all parties from anywhere and made immediately available to head office, eliminating couriers, faxes, and print stacks. The result was dramatically faster turnaround, fewer account freezes, smoother client onboarding, significant savings on paper and toner, and reduced admin time—outcomes Assante experienced firsthand after implementing Signeasy.

Assante Wealth Management

Trina Odd

Financial Advisor