Go beyond e-signature

Grow your revenue, drive down costs, and simplify compliance with a single client onboarding platform.

What We Do

Beyond forms and e-signatures

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Accelerate Revenue

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.

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Simplify Operations

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.

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Optimize Client Experience

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.

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What can our platform do for your business?

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

Who are we?

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

Discover solutions tailored to your business

Featured Industry Insights

Wealth Blog

10 Ways Your Competitors Are Accelerating AUM With Digital Onboarding

Opening new accounts or transitioning client assets – or advisors – to your firm can be time consuming. And any missing information, errors…

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Payments Blog

Six Tips to Improve Your Merchant Application Process

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…

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Wealth Press

Agreement Express and TD Ameritrade Institutional Deliver Straight-Through Account Opening to Veo Platform

VANCOUVER, CANADA, December 17, 2018 /CNW/ – Agreement Express, the leading provider of total digital onboarding for wealth management, today announced the integration of its…

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Payments Press

Agreement Express and Paya Services Launch Unified Application for Merchant Acquisition

TORONTO, ATLANTA & TINLEY PARK, Ill.–(BUSINESS WIRE)–Agreement Express, the leading provider of total digital onboarding for payment service and wealth management providers, today…

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