Platform · E-Subscription & Signing

From questionnaire to signature: fully digital

Mesh Sign delivers legally valid electronic signatures built directly into your onboarding workflow. No paper. No printing. No couriering. From initial data collection to signed documentation in one seamless journey.

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Smart forms, not static PDFs

Every e-subscription or onboarding journey runs on smart forms that adapt in real time. Sections appear and disappear based on what the client answers. Each person sees only what is relevant to them. Nothing more.

Conditional logic: sections show only when the client's answers require them
Entity-aware routing: individuals, companies, trusts, and funds each follow the right path
Real-time validation: errors caught before submission, not discovered after
Higher completion rates: clients are not confronted with irrelevant questions
No development cycle: compliance teams update forms directly, changes go live the same day

Mesh Sign: signatures that stick

Mesh Sign provides legally valid electronic signatures that are fully integrated into the Mesh ID workflow. Clients sign at the right moment in the journey, not as a disconnected, bolted-on afterthought.

Legally valid electronic signatures compliant with eIDAS and local requirements
Triggered automatically at the right workflow step, no manual preparation
Multi-party signing: all required signatories sign in sequence or parallel
Full audit trail: who signed, when, from where
Works on mobile: sign on any device, anywhere

Generate any document, automatically

Any form in the workflow can generate the right output document automatically, with only the relevant sections included for that specific person or entity. No manual preparation, no copy-paste, no template editing. Powered by the Document Generator.

Document generated and pre-populated at the right workflow step
Conditional sections: only what applies to this specific person or entity
Any document type: subscription agreements, tax forms, employment agreements, engagement letters
All document events captured in the audit trail

Connect your core systems

Smart form fields can be populated directly from your existing systems via API. A dropdown in a subscription form can pull its values from your fund register, back-office platform, or CRM in real time, no manual entry, no mismatches.

Fund register → fund selection dropdown, populated live
Back-office platform → share class and currency options
CRM or entity registry → relationship manager assignment
Any system with an API can feed into smart form fields

Remove the paper bottleneck

Faster completion

Paper-based signing is the single biggest cause of onboarding delays. Mesh Sign removes it entirely. Clients sign immediately, wherever they are. No waiting for documents in the post.

Secure and compliant

Electronic signatures carry the same legal weight as wet signatures in supported jurisdictions. Every signature event is logged, timestamped, and stored in the immutable audit trail.

Seamless workflow integration

Mesh Sign triggers automatically within the workflow. When the conditions are met, the signature request goes out. No manual preparation. No separate system to log into.