Signature to submitted
Send it once. Fix it without starting over.
An account out for signature stays editable. A correction regenerates the paperwork and resends it — nobody re-keys an application because one field was wrong.
Ready to send
0
Good order
Gate passed
Forms resolved
Signer confirmed
Before it goes
The send is blocked while the gate would refuse it
The most expensive moment in account opening is the one where incomplete paperwork goes out anyway. Sluice runs the same gate the dashboard reads, before the envelope is created, and if it would refuse the send it says exactly which requirements are unmet and where to fix them.
- One engine, one verdict — the picker, the dashboard and the workspace cannot disagree
- Per-field provenance is recorded: what was filled, and from where
- A required-but-unfillable field stops the send rather than shipping a blank
Not in good order
Investment objective required
Beneficial-ownership CDD
Suitability complete
After it returns
The signed package is compared to what you sent
Signing is not the end of the risk. Sluice re-projects the account against the baseline captured at send time and returns a verdict on the difference: clean and finalizable, drifted and routed for a correction, or not verifiable at all.
- Clean · Drift · Cannot verify — three outcomes, never a silent pass
- Finalizing locks the record and lifts the editing restriction in one step
- The outcome is written once and cannot be rewritten — the ledger is append-only
Envelope returned
Clean
0 differences against baseline
Ready to finalize
Reads from and writes back to
- NFS · Fidelity
- Altruist
- Envestnet
- Wealthbox
- Dynamics 365
- DocuSign
- Salesforce
- Redtail
See it against your own book
Bring a household that has given you trouble. Thirty minutes, no deck.
Request a demo