Harness the power of Digital Onboarding
Advisor360° has acquired the wealth management assets and digital onboarding technology of Agreement Express in its first acquisition.
Speed up client onboarding and reduce errors
Save time and increase revenue and advisor productivity with our innovative software.
Jen chooses to work with your firm
1
Auto signing package creation
John selects the custodian forms for Jen’s signing package.
He sends Jen one secure digital signing package for her account.
2
Application completion
Jen receives and signs documents.
3
Account opening
Custodial forms are auto-submitted to the respective custodian.
Jen’s account is ready to be funded.
Moving forward, John can use Agreement Express to send custodial maintenance forms for Jen.
Client onboarding benefits when you utilize our software
Customize your experience
We give you the tools, you make them your own. Our white-labeled software lets you customize the client experience and automate as many or as few 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 life cycle.
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.
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 life cycle tracking. Plus, our data integrates into any platform in your tech stack. You can have everything you need—in any place you need it.
Available custodian integrations
Available CRM integrations
FAQ
Can I pass the data from my CRM to Agreement Express?
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.
Is Agreement Express’s e-Signature tool easy to use?
Yes, our registrationless signing experience uses the latest e-Signature technology for quick and effortless signing.
Can I easily check the status of the applications I’ve sent?
Yes! Our dashboard feature compiles all relevant information so you can see the status of applications at a glance.
Can I send multiple custodian applications from one place?
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.
What types of custodians can have accounts with Agreement Express?
Agreement Express works with leading RIA custodians to ensure seamless account opening through straight-through processing and digital form submission.
What happens if my client makes a mistake?
We have a feature called "rewind" that allows users to rewind documents electronically to be fixed and signed again.
Let’s talk
Want to start talking bigger ideas and better business?
Get in touch with us today.