Harness the Power of Digital Onboarding .
Speed up client onboarding and reduce errors. Save time and increase revenue with our innovative software.
Customize Your Experience
We give you the tools, you make them your own. Our white-labeled software lets you customize the client experience with a few clicks and automate as many or as little processes as you want.
Enjoy Clean
Interfaces
We developed our software with you, the user, in mind. Our solutions have intuitive workflows to optimize the client experience by saving time throughout the client lifecycle.
Stay Consistently Compliant
All custodian, proprietary, and optional forms stay up-to-date and automatically update to match current industry compliance standards.
Choose to
Collaborate
With Agreement Express, you get a partnership; we want to help you understand your data, giving you best practices and actionable advice for the future. If you don’t need us, our software is simple enough to use independently
Many Growing Wealth Management Firms Use Agreement Express.
SOLUTIONS
Better Client Solutions Mean Happier Clients.
And happier clients mean more business for you. Our streamlined application pages give clients a guided experience, which means less errors and lower NIGO rates. Paired with our single signing packages and straight-through processing, Agreement Express makes working with your firm a dream.
Digital Onboarding Platform
Decrease Time to Revenue and Do More Business.
Improve the onboarding experience for both your clients and your advisors. Keep NIGO rates at 0% with automated information checks, guided client application completion, and a rewind function to fix the little errors without having to start over.
Create customized single signing packages
Integrate with your existing CRM and KYC tools
Leverage our advisor workspace
View data and track transitions in real time
Integrations
Seamless and Secure Data Management, So You Don't Have to Choose Between Easy and Safe.
We keep all your documents organized and bundled by account for easy access and lifecycle tracking. Plus, our data integrates into any platform in your tech stack. You can have everything you need- in any place you need it.
Frequently-Asked Questions
Agreement Express integrates with select CRMs to pre-populate forms with client information. With pre-fill, you won’t waste time re-keying the same data.
Yes, our registration-less signing experience uses the latest e-signature technology for quick and effortless signing.
Yes! Our dashboard feature compiles all relevant information so you can see, at a glance, the status of applications.
Absolutely! Our platform allows you to bundle documents and forms for each individual client, giving you complete control over which client receives which type of application.
Agreement Express works with leading RIA Custodians to ensure seamless account opening through straight-through processing and digital form submission.
We have a feature called "rewind" that allows users to rewind documents electronically to be fixed and signed again.
Testimonials
Our Software Has Saved Our Clients Time and Money, but Don't Take Our Word for It. Take Theirs.
“ Leveraging AEX as our digital onboarding tool allows us the opportunity to better serve our clients, faster and more effectively. The AEX solution provides an optimal onboarding experience and streamlines our internal operational efficiencies. ”
CHRISTOPHER BEHRENS
CEO, THE MATHER GROUP
Latest resources
Rapidly Growing Businesses Deserve Secure and Comprehensive Platforms.
A Path to Digital Customer Onboarding
Written by: Carmen Ballard, VP of Customer Success & Support at Agreement Express At Agreement Express, we have…
Ready to Learn 5 Ways to Improve Time-to-Revenue (& Create Happier Clients)?
Improving the client experience with agile client onboarding. On-demand webinar in partnership with CEB TowerGroup
Improve Your Onboarding Experience
Onboarding is one of the most impactful experiences customers will have with you.
Want to start talking bigger ideas and better business?
Get in touch with us today.
“ Leveraging AEX as our digital onboarding tool allows us the opportunity to better serve our clients, faster and more effectively. The AEX solution provides an optimal onboarding experience and streamlines our internal operational efficiencies. ”