Purpose-built for regulated financial institutions, Legado brings together document management, secure communications, and trusted eSignatures.
Trusted by institutions where compliance and client care matter
Four modular solutions, built for financial services
Use one or all four modules to manage client communication, documents and signatures.
Store and share sensitive client documents in a secure, branded environment with encryption, audit trails and granular access controls. Legado's white-labelled vault can integrate with existing systems, helping regulated firms stay compliant.
Send secure, personalised communications at scale with delivery tracking, audit trails and bulk sending tools that simplify compliance. Create, send and track every client communication in one place.
Create, send and manage eSignatures with reusable templates, one-off and bulk signing, secure delivery, full audit trails and activity tracking.
Digitally sign Wills with identity verification, Qualified Electronic Signatures (QES), full session recording and tamper-proof storage.
Why regulated firms choose Legado
Give your team the visibility and security to manage sensitive client workflows, from first message to final signature.
Send secure communications at scale
Send personalised documents, updates and forms with built-in delivery and open tracking.
Track engagement in real time
Track who has opened, reviewed, signed or ignored your communications with a full audit trail.
Collect digital signatures
Send one or many documents for signature with full compliance and traceability.
Request responses or consent
Collect acknowledgements, forms, and supporting documents in one secure flow.
Automate communication workflows
Set up repeatable journeys for onboarding, reviews, policy updates or disclosures.
Reach clients wherever they are
Notify clients by email, SMS or within your own platform, using secure links and guided next steps.
Collaborate and share securely
Share documents and updates with clients or colleagues in a single, secure platform.
Seamless API Integration
Connect Legado to your exisiting systems without reengineering your core platforms or workflows.
Solutions built for your sector
See how regulated firms in your sector use Legado to manage communications and compliance.
Wealth and asset management
Built for wealth managers and planners, Legado replaces unsecure email threads, postal packs and wet signatures with one secure, trackable platform.
Insurance and protection
Transform claims and customer operations with structured, secure communication. Send documents, collect signatures and track responses through auditable workflows.
Pensions and retirement
Modernise member communications and document processes. Legado helps schemes and administrators stay compliant and efficient - with encrypted communications, eSignatures and tracking built in.
Banks and building societies
Simplify how you engage members - from personalised servicing updates to retention and product switch campaigns. Legado replaces paper and fragmented systems with one secure, auditable platform built for compliant communications at scale.
Platforms and providers
Embed secure communications, document workflows and compliant eSignatures into your platform via API. Legado helps you enhance digital journeys without rebuilding core systems.
Can’t see your sector listed?
We work with a range of regulated firms to deliver tailored communication and document workflows. Get in touch to explore how Legado can support your organisation.
Built for trust, backed by compliance
Legado is built for firms that manage sensitive, high-stakes client interactions. From end-to-end encryption and audit trails to infrastructure protection and ongoing threat mitigation, our platform meets the evolving security and compliance expectations of legal, financial and advisory teams across the UK.
Powered by Microsoft Azure to ensure industry-leading data protection, resilience, and regulatory compliance.
All of Legado’s features are designed to meet the standards expected by firms handling regulated data and client relationships.