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For financial advisors & lenders

Move money paperwork at the speed clients expect.

Advisory agreements, account forms and loan documents, signed from anywhere. Identity checks and team security controls give your compliance team what it asks for.

Start freeWhy it can be trusted

Compliance wants controls, not promises

MFA, access restrictions, change logs and identity checks have to be demonstrable, not just described.

Fraud targets money movement

Account changes and transfers are exactly where impersonation happens.

Clients abandon long paperwork

Multi-page forms on a phone lose people halfway through.

What you get

Built for financial advisors & lenders.

Photo ID and selfie checks

For account opening, ownership changes and large transfers: the ID type, country and whether the name matched go into the record.

Team security policies

Require two-step sign-in, restrict access to office networks, auto-lock idle sessions, cap link lifetimes and require a code for every signer.

A change log compliance can review

Role changes, removals and every security setting change are logged with who, when and from where. Nobody can edit the log.

Client data stays client data

End-to-end encryption means we can't read statements, account numbers or loan files.

Your ESIGN disclosure

Use our standard consumer disclosure or your compliance team's own. Each signer's accepted version is fingerprinted.

API for your systems

Create envelopes from your CRM or loan system, get webhooks on completion, and archive sealed PDFs automatically.

How it works

Four steps, start to sealed.

  1. 1

    Send from your system or a template

    Through the API, or with client details prefilled in the app.

  2. 2

    Require the right check

    A code for everyone by team policy, and a photo ID check for money movement.

  3. 3

    They review and sign on any device

    Page by page, with every prefilled value marked.

  4. 4

    Archive the sealed record

    A webhook tells your system when an envelope is sealed; it then fetches and decrypts the PDF and proof bundle for your own archive.

Common documents

What teams like yours send.

  • Advisory and investment management agreements
  • Account opening and beneficiary forms
  • Transfer and distribution requests
  • Consumer and small-business loan agreements
  • Credit union membership and loan documents
  • Privacy notices and disclosures acknowledgments
  • Form CRS and ADV delivery acknowledgments
  • Business loan guarantees

SealProof isn't a books-and-records archive. Keep sealed PDFs in your own retention system (the API can do this automatically). Our trust page covers how the controls map to vendor reviews, and we can send our finance and insurance controls guide on request.

Certificate of Completion

Sealed inside the signed PDF

DocumentInvestment Advisory Agreement.pdf
Original fingerprintSHA-256 4be1c09f7a2d…d5b0e8a61c3f
SentSep 23, 2026 · 2:02 PM
CompletedSep 23, 2026 · 2:31 PM
1. Jordan Mitchell
Email
jordan.mitchell@example.com
Role
Signer
Signature
Drawn by hand
Viewed
Sep 23, 2026, 2:14:07 PM UTC
Signed
Sep 23, 2026, 2:19:42 PM UTC
IP address
203.0.113.24
Device
Safari on iOS
Authentication
Unique emailed link + one-time code + photo ID and selfie check
Photo ID
Driver's licence (US) and live selfie, verified by Stripe Identity; name on ID matches
Prefilled by sender
4 fields; 1 changed by the signer
Consent
Agreed to sign electronically
Disclosure
Accepted the electronic record and signature disclosure (SHA-256 e03c0105…bccf8602)
Sample. Every certificate is sealed, timestamped and anchored with the document.
Questions

What people ask.

Is photo ID checking a full KYC program?
No. It confirms a live person presented a genuine-looking ID that matches their face, and records the result. It doesn't do sanctions screening or SSN verification, so use it alongside your existing KYC process.
Can we restrict SealProof to our office or VPN?
Yes. Owners and admins can set allowed networks for team members and, separately, for API keys. Signers outside your firm aren't affected.
Do you have SOC 2?
Not yet. We say so plainly and provide a completed CAIQ-Lite, our data processing addendum and independently verifiable cryptography instead. See straight answers for reviewers.
Can mortgage closings be done on SealProof?
Closings that require notarization aren't supported. SealProof suits the documents around them that only need an electronic signature.
Also built for

Other teams using SealProof.

Insurance agenciesApplications, coverage rejections and policy changes, signed on any phone, with an audit trail built for carrier review.Law firmsEngagement letters and settlements your provider can't read, with evidence that stands up when a signature is challenged.Real estateOffers, disclosures and leases with several parties, signed from phones, with a clear record of who changed what.Accountants & professional servicesEngagement letters, authorizations and client onboarding for accountants, consultants and agencies, with payment on signature.

Try it with your own documents.

Start free, or send our vendor review packet to whoever approves your tools.

Start freeFor compliance reviewers