Tchat N Sign Mobile

Communicate securely with your clients via SMS, Messenger and secure chat, and document signatures on the go.

Tchat N Sign is the essential mobile app for financial advisors who need to stay connected with their clients while ensuring regulatory compliance.

KEY FEATURES

UNIFIED MESSAGING • Manage all client conversations in one place - SMS, Facebook Messenger, and secure web chat • Real-time message synchronization across all your devices • Send secure links for document collection directly from conversations

CONTACT MANAGEMENT • Access your complete client directory on the go • View contact details, communication history and notes • Quick search to find any client instantly

ELECTRONIC SIGNATURES • Send documents for signature from anywhere • Track signature status in real-time • Compliant with Canadian financial regulations

ENTERPRISE-GRADE SECURITY • Biometric authentication (Face ID / Touch ID) • Data residency in Canada • Compliant with AMF, Loi 25 and LPRPDE regulations

DESIGNED FOR FINANCIAL PROFESSIONALS Built specifically for investment advisors, insurance representatives, and wealth management professionals who need: • Compliant client communications • Secure document exchange • Audit trail for all interactions • Integration with your CRM

REQUIREMENTS • Requires a Tchat N Sign business account • Compatible with iPhone

Download now and take your client relationships mobile while staying compliant.

Tchat N Sign - Secure Communications for Financial Professionals