External Links and Company Info
Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
- Broker-dealers
- Banks
Target firm size
- Enterprise
- Mid-Size
Product Description
Product Positioning
Digital onboarding and account opening platform for financial services firms automating client paperwork and approvals.
Description
Agreement Express provides digital client onboarding and account opening automation, streamlining data collection, document generation, and approval workflows; its wealth-management onboarding business was acquired by Advisor360° in 2022, while its payments business was sold separately to NMI.
Integrations
Agreement Express has 3 integrations in our directory
Search below to find what you're looking for
- AdvisorEngine CRM Level 1
- Salesforce Level 3
- Schwab Advisor Center Level 5
Use the search above to find specific integrations
No integrations match your search.
APIs and Security
Security checks
Periodic SOC certification, Periodic Penetration Testing (aka PEN tests), Other
Public APIs
Yes - Our APIs allow other developers to 'GET' and 'POST' information to our application.
API authentication
None
Data refreshed live via API
No
Developer portal exists
Yes
Developer portal features
None
Developer sandbox URL
No
