Flexible e-Signature & Document Process Automation

AlphaTrust is a unique e-signature and document automation software solution. We help financial businesses digitise to increase efficiency, remove the friction of paper-based processes and help create a better customer experience for your clients.

Transform Your Customer Journey

Our Customers include:

Life Update Process

Our Life Update Process is a response to the Financial Conduct Authority’s consumer duty consultation.

The forthcoming Consumer Duty places a responsibility on all stakeholders, advisers and providers to continually engage with their clients.

What seems like a lengthy and time consuming process is made quick and simple with Life Update Process.

Our solution takes the hard work away.

AlphaTrust Time Benefits
- – Documents completed in hours instead of weeks.
- – AlphaTrust typical ROI is 3-6 months.
- – Average paper document costs £22 to process; we reduce this process to under £1.
- – No more printing, scanning, waiting or making errors.
Simple Digital Change. Huge gains.
Request a Personal Demo

Interested?

Request a Demo

We would love to show you AlphaTrust in detail and give you a personal demo. Our friendly team will be more than happy to show you our solution live.

Simply fill in the short form and a member of the AlphaTrust will be in touch.

Contact Us Today

Features

AlphaTrust

From simple send-a-document for signature, advanced electronic signatures to your most complex workflows, AlphaTrust provides a range of options to digitise processes.

Our solution slots seamlessly into your existing processes; you choose whether to integrate via API or simply access via a personalised digital dashboard.

Together, we will explore both options and agree the best approach for your business and technical infrastructure.

Tell us about your Challenges

Cloud Based

You decide if AlphaTrust is hosted by you or in the cloud, the choice is yours.

On Premise

Allows flexibility and control over data.

API

Allows seamless integration.

Advanced Webform Builder

Validation logic, reflective questioning, completely customisable to avoid invalid/incomplete forms being returned.

E-IDAS Compliant

Complies with E-IDAS regulations for compliance and legality.

2 Factor Authentication

Allows users to have 2 FA for security.

Full Access to All Features

No matter how many transactions or users required, we provide full access to all features on any pricing model.

20 years + FS experts

We can relate to business challenges and understand process and compliance to fully adopt and utilise AlphaTrust features.

Request a Free Demo

What Do our Customers Say?

Ascot Lloyd on AlphaTrust:

Chris Pollard

Chief Operating Officer, The Exeter

“50% of our claims are now completed within 48 hours of being received. We have seen a 24% reduction in the start to finish processing time for our claims.”
Nigel Stockton

Chief Executive Officer, Ascot Lloyd

“iPipeline has built us a solution that delivers on every level, reducing time spent on documentation, saving money and exceeding all client expectations. They have made the impossible, possible.”
Matthew Cantle

Managing Director, The Cotswold Group

“Not only will this solution benefit us through speeding up processes overall, the ability to complete witness statements digitally, means our investigators do not need to seek signatures via face-to-face interaction. Initial response from clients and end-users has been tremendous.”

Compare AlphaTrust

DocuSign

Cloud Based
API
Branded
Advanced webform builder
e-idas compliant
2 FA

Adobe Sign

Cloud Based
On Premise
API
Branded
e-idas compliant
2 FA

AlphaTrust

Cloud Based
On Premise
API
Branded
White labelled
Automated webform creation
Advanced webform builder
e-idas compliant
2 FA
Full access to all features
20 years + FS experts

Request a Demo

HelloSign

Cloud Based
API
Branded
White labelled (Enterprise Only)
e-idas compliant
2 FA

Benefits

Let AlphaTrust Help You

Eliminate the need to rely on paper processes and switch to a more customer focused model. Digitisation gives you
a range of benefits such as:

100% White Labelled

AlphaTrust is fully customisable. You keep your branding throughout the entire process.

Customer Friendly

Optimised for desktop, smartphones and tablets. Your customers can sign and fill any document on the go.

Flexible

Whether it’s a simple signature to a complex workflow, it can be applied to any paper-based process.

Environmentally Friendly

Help save the planet whilst cutting costs and increasing efficiency.

Better Customer Journey

Reduce friction and create a better customer experience.

Compliant

Flexible, secure, customisable and compliant solution.

Talk To Our Team

Discover How Much You Can Save

Have you considered how much time your business spends managing paper processes? Or how costly each document is to create, print, stamp and send? Not to mention other costs such as equipment purchase, supplies, storage, paper, ink, human resources and so on. Our online calculator shows you how much you could save by switching to digital processes with an instant quote.

Just enter an estimate of how many documents you process monthly and we’ll show you just how much you can save by automating. Digitising your processes can considerably cut costs and time so your business can operate more efficiently. Whether it’s the initial introduction of an electronic/digital signature to an automated fillable form involving multiple parties.

How many documents
do you prepare and send per month?

*Unlike other digital signature vendors, AlphaTrust only charge once per transaction. Therefore, you can send multiple documents, with multiple signers, in one package, yet you only pay for a single transaction charge. Other vendors will charge for each signature on every document – enabling AlphaTrust to save you more.

Latest Articles

8 June 2022

Request a Demo

We would love to show you AlphaTrust in detail and give you a personal demo. Our friendly team will be more than happy to show you our solution live.

Simply fill in the short form and a member of the AlphaTrust team will be in touch.

Flexible e-Signature & Document Process Automation