Tchat N Sign - 2026 Pricing, Features, Reviews & Alternatives

Tchat N Sign is a revolutionary tool designed to redefine the way financial advisors communicate with their clients and manage their workflows. Our platform centralizes communication channels, allowing advisors to use familiar tools such as SMS, Facebook Messenger, and internal messaging to connect with their clients. In addition, it integrates these communications with the Equisoft/connect CRM, providing a seamless way to manage client relationships.

One of the key features of Tchat N Sign is the ability to automate administrative tasks, helping advisors win back 25 to 40% of time spent with each client. By reducing the time spent on managing client files and minimizing follow-up correspondences with brokers, advisors can focus more on building strong, meaningful relationships with their clients.

Tchat N Sign also offers a universal digital signature feature, accepted by insurers and MGAs. This simplifies the process of signing documents for both the team and the clients, reducing the need for physical signatures and paperwork. Additionally, it supports secure SMS transactions, ushering in a new era of digital signing.

Confidentiality and security are at the heart of our platform. Tchat N Sign allows advisors to send and receive files on channels already open with their clients, directly on their device of choice. It uses secure links for sending transaction documents to the MGA and has no restrictions on the size of the files sent. This ensures that sensitive information is securely transmitted and stored.

Our platform also integrates telephony, allowing advisors to make calls and send SMS from the same number. All incoming and outgoing calls, as well as voicemails, are automatically added to the client’s chat history, providing a comprehensive record of all communications. Moreover, the platform supports eFax, modernizing the way advisors handle fax communications.

One of the most significant benefits of using Tchat N Sign is the enhanced compliance and security it provides. Compliance documents are generated automatically, and files are archived and sent automatically, ensuring optimal compliance for the AMF and the new Canadian self-regulatory organization (new SRO).

Finally, Tchat N Sign supports team collaboration and customer satisfaction. It allows advisors to work together on client accounts, share information, and respond promptly to client queries. With our platform, advisors can streamline operations, reduce errors, and enhance compliance through consistent logs and archives, leading to a more efficient practice.