Simplify your wealth management operations with FLK it over, the e-signature platform designed to enhance efficiency and client satisfaction. From investment agreements to compliance documents, streamline your workflows with a secure, intuitive, and professional solution tailored for wealth management.
In wealth management, time is critical for making timely investment decisions and securing client approvals. With FLK it over’s SMS signature functionality, you can accelerate responses for client agreements, portfolio updates, and compliance forms. By bypassing crowded inboxes and sending documents directly via SMS, you ensure quicker turnaround times without additional costs.
Our first ever client to use the product was not tech savvy and he completed the process with no problems at all
Monique Logan, General Manager, Logan Insurance Brokers
Whether you’re managing investment agreements, financial planning documents, or client onboarding paperwork, FLK it over simplifies document workflows for wealth managers. Effortlessly upload, share, and track single or multiple documents, providing a seamless experience for clients while maintaining secure and efficient processes.
Brilliant customer service, communication and support. Highly recommended for any real estate business.
Brett McDonald, Director/Principal, Raine & Horne
Tailor your documents to the unique needs of your wealth management practice with FLK it over’s flexible templates. Quickly create fill-and-sign forms for portfolio agreements, investment authorisations, or compliance disclosures, saving time and reducing errors while ensuring a professional touch.
Accelerate approvals for investment agreements, portfolio changes, and compliance forms by connecting directly through SMS for faster responses.
Save time with custom templates for client onboarding, investment authorisations, and financial planning documents, reducing errors and improving efficiency.
Ensure compliance and build trust with detailed audit trails for every document, maintaining transparency and accountability.
“I am very happy with FLK it over, absolute game changer in our delivery of business.”
Accelerate approvals for investment agreements, portfolio changes, and compliance forms by connecting directly through SMS for faster responses.
Save time with custom templates for client onboarding, investment authorisations, and financial planning documents, reducing errors and improving efficiency.
Ensure compliance and build trust with detailed audit trails for every document, maintaining transparency and accountability.
“I am very happy with FLK it over, absolute game changer in our delivery of business.”
$
AUD
free forever
$
AUD
$
AUD
My team and I frequently send documents for signing.
Send up to 35 documents per month.
$
AUD
My office handles lots of documents and contracts.
Send up to 100 documents per month.
No team size is too big or small for FLK it over. With no limits on the number of users in your account, FLK grows with your business.
Unlike other digital signing platforms, SMS signing is not an add-on or additional charge. Enjoy unlimited Australian and international SMSs—all included in your plan.
Supercharge your team's efficiency with unlimited templates. Choose from pre-built templates or craft your own for consistency across every document.
FLK it over is here for you with product walkthroughs and a library of videos and articles, plus unlimited email support to propel your business forward.
We’ve built a clean, simple product that is easy for you, but we get it; sometimes you need some help. We want you to have the best tech and the best support as well. So FLK it over has on-screen tours, training videos, a comprehensive help centre and email support when needed to keep your business moving forward.
Brilliant customer service, communication and support. Highly recommended for any real estate business.
Brett McDonald, Director/Principal, Raine & Horne
Get documents signed faster with streamlined signing solutions!
e-Signature for Accountants
e-Signature for Banking Professionals
e-Signature for Contract Management
e-Signature for Education Professionals
e-Signature for Finance
e-Signature for Government Agencies
e-Signature for Healthcare & Medical Professionals
e-Signature for Hospitality Businesses
e-Signature for Insurance Professionals
You’ll be amazed at what you can do.
FLK it over
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