Onboard new AUM and processing volume quicker than you ever thought possible. Agreement Express gives you an onboarding platform that is seamless for your customers, and fast and accurate for your operations teams.
Easily keep tabs on client activity and monitor operating efficiencies. Meet increased compliance requirements, eliminate costs and complexity, and scale your back office with automated workflows.
Meet client expectations for speed and convenience with a single best-in-class application package, even when opening multiple types of accounts. Enable end-to-end sign-off anytime, anywhere, and on any device.
Agreement Express has an ever growing set of account types and service offerings from some of the best firms in both Payments and Wealth Management. Your firm can add any of these quickly and easily thanks to our network partnerships, including the custodians and acquirers you want to work with. We’ve built our extensive onboarding platform to integrate with the investments that you’ve already made, so you can get more out of the tools you already have.Our Platform
We’re Agreement Express, and we’re working hard to solve a decades old problem that’s held back the financial services industry for years - new client onboarding. Customer expectations have gone digital and our platform is helping growth-focused organizations scale and compete in a market that’s quickly evolving.Our Vision Join the Team
Opening new accounts or transitioning client assets – or advisors – to your firm can be time consuming. And any missing information, errors…Read More
If there’s one thing that prevents merchants from signing up for payments offerings, it’s the merchant application process. With hundreds of fields and…Read More
VANCOUVER, CANADA, December 17, 2018 /CNW/ – Agreement Express, the leading provider of total digital onboarding for wealth management, today announced the integration of its…Read More
TORONTO, ATLANTA & TINLEY PARK, Ill.–(BUSINESS WIRE)–Agreement Express, the leading provider of total digital onboarding for payment service and wealth management providers, today…Read More