Case Study

Merriman Partners with Its Custodians to Serve Clients Better

Merriman Partners with Its Custodians to Serve Clients Better

Pages 3 Pages

Company’s Top Objectives Merriman, a Seattle-based wealth management firm, uses DocuSign Digital Transaction Management (DTM) to conduct business quickly, easily, and securely with leading custodial brokerage companies. DocuSign streamlines Merriman’s communication with these partners and with its customers, greatly improving efficiency while saving time and money for all parties. Challenge Merriman has a unique approach to wealth manageme

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