Partnership Streamlines New Account Opening & Onboarding Experience for Advisors & Clients through secure platform integration.
Vancouver, B.C. —March 19, 2020 — Agreement Express, a leading client onboarding software platform for financial services, and Practifi, a practice management solution for financial firms today announce a strategic partnership.
“We’re thrilled to announce our partnership with Practifi,” says Milan Luketic, CTO at Agreement Express. “It was clear from our earliest conversations that Practifi was determined to meet a growing market demand — the need for a secure, reliable solution that gives wealth firms an effective way to quickly and accurately open new accounts and onboard clients. The alignment between our companies’ visions to change the way the new account opening process is done and to deliver exceptional customer experience make working together a natural and exciting step.”
The specific functionality of the integration include the following:
“Our partnership with Agreement Express is an exciting step forward in delivering incredible value to our clients,” says Adrian Johnstone, Co-founder, and CCO at Practifi. “We are continually improving the experience for our clients by advancing our platform functionality, and smart, relevant integrations is a strategic way we accomplish this. Our partnership means that advisors can open new accounts in a painless, efficient way that enables accelerated time to revenue for the firm. Consistent with our vision, RIAs and advisors can scale and grow, all while improving productivity and fostering deeper client relationships.”
Bottom-line Benefits of the Agreement Express & Practifi Partnership
About Agreement Express
Agreement Express is the leading client onboarding platform for financial services. The Agreement Express wealth platform allows wealth management firms to provide their clients with a fully digital account opening workflow that is practically invisible. With compliant fillable advisor landing pages, a multi-custodian and proprietary form catalog, eSignature and more, Agreement Express is the first end-to-end onboarding solution that delivers exceptional customer experience while driving greater back-office operational efficiencies. The platform is the first of its kind to help wealth firms gather, use, and reuse client data to improve and evolve rich customer experiences — enabling financial institutions to provide best-in-class digital onboarding to their clients and grow their business. To learn more about Agreement Express, visit agreementexpress.com.
More than a CRM, Practifi is a business management platform designed for growing financial advice businesses around the world. Practifi allows financial advisors, family offices and broker-dealers to effortlessly manage their client relationships, monitor compliance and automate workflows, all through an easy-to-use interface. To learn more, visit practifi.com.
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