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Is Your Firm Prepared for the DOL Fiduciary Rule?

It's not just about adding a BIC Exemption to your new account opening workflow and hoping for the best. Learn how Agreement Express can help you build a trail proof into every process, while enabling advisors to build lasting relationships with clients. Book a call with us to learn more.

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"The best firms are going to utilize the coming of this rule to both comply and to potentially adapt their business to compete in what may be a much different environment moving forward."

Tom Corra, Chief Operating Officer, Fidelity Clearing and Custody Solutions