Simple, Connected, Intelligent.

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Intelligent Data Mapping

AEX uses common data naming and mapping across all forms and providers. This ensures you don’t need to re-type any data, and easily allows you to seamlessly combine account types into one package.

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Automated Form Packaging and Distribution

AEX automatically packages and combines the proper forms for you based on account type. Once an account package is submitted, each form is sent out separately to the appropriate provider.

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Rewind Transactions

AEX is the only system that allows you to rewind a transaction to an earlier state. Rewinding saves you time from repeating paperwork, increases efficiency, and gives you highly accurate NIGO rates.

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In-depth Reporting and Analytics

AEX captures and retains all data, ensuring 100% of it is used for analytics and reporting. Streamline your compliance process and gain valuable insight into your processes with detailed reports and analytics.

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Security and Compliance

Agreement Express has built a global business in financial services technology on a high level of trust. Our committed culture of continuous improvement and innovation demands that we take our own security and compliance just as seriously as our customers do.

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Security Features

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Secure Servers

Our service is held in secure hosting facilities. They are PCI DSS compliant and SOC 2 Type 2 certified, and located in Canada, the United States, and the U.K.

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Data Transmission

All web communications used to interact with or view Agreement Express documents transfer data over HTTPS with Transport Layer Security (TLS) cryptographic protocols. Your data is always encrypted and secure.

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Secure Fields

Fields that capture and process sensitive data can be AES encrypted for security. Data collected through these fields are access-protected and all access activity is logged and reportable.

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Access Protection

Users of Access Protected Documents have the option to include additional security code, when needed. When this feature is activated, the security code and the user’s password will be required each time there is an attempt to open the document moving forward.

Compliance Certifications

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SOC 2 Type II Certified

This certifies that Agreement Express has established and continues to follow strict information security policies and procedures around the security, availability, processing, integrity and confidentiality of customer data.

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PCI DSS Compliant

We are compliant with the Payment Card Industry Data Security Standard (PCI DSS), which dictates that we protect our customers' data in secure data centers and continuously assess, remediate, and report on the security of our network and server environments.

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Agreement Express partners with leading third-party vendors and technologies associated with each touchpoint of onboarding to ensure a seamless fit into existing systems. These integrations enable our clients to use Agreement Express in versatile ways as they build robust digital strategies.

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