Agreement Express intelligently assembles both custodial and proprietary forms for you, so you don’t have to worry about which forms you need. Your clients get the correct forms every time, which speeds up account opening and accelerates time to revenue for your firm.
As a growing RIA firm, your focus is on building your business by providing the best possible experience for your clients. Read our solution note to learn how Agreement Express allows you to provide your clients with a fully digital account opening workflow.Learn More
Whether your firm deals with a single or multiple custodians, we have you covered. Agreement Express works with top custodian platforms to ensure seamless account opening, giving you the flexibility that you need to grow your firm. From digital form submission to straight through processing, we integrate with the custodians that you trust with your client assets.
Using Agreement Express
Without Agreement Express
Tell us how long it usually takes your clients to open an account with you, and we'll show you just how much quicker it could be using Agreement Express.Book a Call
Operations teams, rejoice. Say goodbye to incorrect client data. Our landing pages validate information for you in real-time, and immediately alert you to anything that might be amiss. And by automatically prepopulating client data throughout every form, you’ll never have to manually enter the same information twice.
Over 600 RIA Firms in the US were surveyed and benchmarked on the state of their digital onboarding in 2018. Check out this infographic to find out what we learned.VIew Infographic
Our landing pages provide you and your clients with a simple, guided experience. Data is validated in real-time, and there’s no stress in figuring out what goes where. No more overwhelming forms with skipped fields, missing information, or incorrect data. Spend less time on paperwork and more time with your clients.
Today's investors expect to interact with advisors from their home or on the go, open accounts quickly using their smartphones and for their account information to always be accurate and up to date. Download this e-book to learn how wealth management firms are using customer experience to achieve faster growth and revenue.Download
Save time with fully automated advisor transitions. Quickly re-paper thousands of accounts, view real-time tracking of transitions, and view an audit trail for compliance.Learn More
With paper processes creating costly inefficiencies, and innovative fintech startups coming for your customers, you can’t afford to not have a fast, digital, fully integrated client onboarding process. Schedule a call and let's talk.