Agreement Express is a multi-tenant Software as a Service platform hosted securely in the cloud. Our unique template and workflow platform allows customers to quickly capture client onboarding data from any device connected to the internet. Our Document-Oriented Database allows our customers to instantly visualize, aggregate, report on, and retrieve data for re-use. Data is never trapped in a CRM, PDF, image, or paper form.

Wealth management onboarding.
Onboarding is commonly referred to as all the “paperwork” that has to happen before an advisor can begin officially working with a new client. You’re probably here reading this because your advisors are unproductive and unhappy, your clients are expecting digital processes with the advent of robo-advisors, and you want to build a more efficient firm.