Proposals, account opening forms, advisory agreements and statements. Each goes out as its own tracked link, with controlled access and a verifiable record of every step.
Yes. Each open, view and acceptance is time-stamped and linked to the previous event, and the certificate can be verified later.
When you share a file for viewing you choose the period, up to a year on a paid plan. On the free plan every uploaded file is deleted 30 days after completion, so download what you need before then. The signed agreements, certificates, audit record and fingerprints are kept either way.
Yes, if the forms are combined into one PDF first. Place the fields for every form in that document and the client completes the set in a single session. TRAKiQ does not merge separate files for you.
One adviser pays one flat price on Solo. A team that wants the records to belong to the firm rather than to whoever sent them pays per seat on Team. Clients and signers never need a seat or an account.