Wealth Management

Agreement Express is the client onboarding platform transforming the practices of RIAs, broker-dealers, and custodians.

Digital Onboarding for Firms Big and Small

Client expectations are changing, with a focus on digital convenience. Agreement Express enables wealth firms to secure a competitive advantage with a client centric-focus at each and every stage of the lifecycle. Firms of all sizes are able to offer a white-glove client experience with a self-service new account opening interface, fully integrated to back-office workflows.

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Automated Broker Transitions

Accelerate the growth of your firm's book of business with automated broker transitions and account transfers. Transition broker teams in hours, not weeks. Learn more.

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Compliance and Back Office Visibility

Agreement Express provides complete visibility into status of tasks and agreements, as well as records of every workflow interaction between advisor, client, operations and compliance. Track all edits made to an application in real time, backed by a comprehensive digital audit trail.

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Dynamic Workflow Capability

Highly flexible workflows enable wealth firms to layer in configurations appropriate for specific onboarding use-cases, risk assessments, channels of distribution and more. Our agile approach fits in with your existing processes and helps build the optimal onboarding path as you go.

Built or Buy - Wealth Management ebook
White Paper

Build or Buy? Key Technology Considerations for Wealth

Is your firm giving thought to improving the client onboarding process? Will you build a solution in-house, partner with an established vendor or combine an existing technology stack? Learn more about the three approaches and start evaluating your options.



50% faster
Efficiency gains

Learn how HollisWealth opened opportunities for their advisors and dealers with an organization-wide improved onboarding process.

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Get up and Running Fast

The competitive firms are those that can adapt to change quickly. We know meaningful digital transformation doesn't happen overnight, but it doesn't have to take years either. We minimize the need for upfront customization, implementing faster than any other option in the market.

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Integrations With Your Systems

In partnership with data providers and complementary technologies, Agreement Express provides a versatile platform for building out a robust digital strategy. Integrations to CRM systems extend the onboarding experience while KYC and AML services support comprehensive risk assessment and faster onboarding time.

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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!

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