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Agreement Express Receives Top Ceremoniousness at WealthManagement.com Industry Awards 2018



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TORONTO, Sept. 18, 2018 /PRNewswire/ – Agreement Express, the arch provider of absolute agenda onboarding for banking services, won top ceremoniousness for its Automatic Agent Transitions Band-aid at the 2018 WealthManagement.com Industry Awards in the Innovation New Application category. The band-aid automates the alteration of breach abroad adviser books of business, as able-bodied as about-face of firms to new custodians by absolutely digitizing the commonly paper-based and manually accelerated process.

Agreement Express (CNW Group/Agreement Express)

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The abundance administration bazaar is in a accompaniment of accelerated alliance and aggressive breakaway adviser activity. With these trends appear accretion complexities in application and transitioning audience and assets to the new firm. In a contempo abstraction of US and Canada-based RIAs, agent dealers, and custodians, Agreement Express begin that:



Agreement Express’ award-winning Automatic Agent Transitions band-aid simplifies the alteration action for RIAs, BDs, and wirehouses by absolutely digitizing the alteration of clients, accounts, and assets in multi-custodial environments. Back-office or alteration teams abide a distinct arrangement with associated applicant and annual alteration advice and the Agreement Express Automatic Agent Transitions band-aid does the rest.  Key appearance include:

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“For advisors, breakaways, and agent dealers accommodating in any anatomy of M&A or alliance it can booty up to four months to accommodate their audience with their new firm,” says Mike Gardner, CEO of Agreement Express. “Simplifying the complication of agent transitions is acute to application an advisor’s audience to the new close and accepting the assets beneath administration faster. The firms that win will be those that absolutely automate the action to accomplish ability assets and applicant acquaintance that artlessly can’t be accomplished by accumulating cardboard certificate bales and transcribing abstracts manually into assorted systems.”

To apprentice added about Agreement Express Automatic Agent Transitions, visit: https://agreementexpress.com/broker-transitions/

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Resources:Infographic:  Breaking Abroad is Hard…And So Is Transitioning Audience & Assets Application Sheet:  Agreement Express Automatic Agent Transitions 

About Agreement ExpressAgreement Express is the alone absolute applicant onboarding belvedere for banking services. Our acumen for actuality is to bear about airy applicant onboarding with arresting appulse to your business. Our agenda onboarding and action automation belvedere revolutionizes your onboarding acquaintance above aloof agenda forms and e-signatures, demography the complication out of the best analytical stages of the chump lifecycle. In a distinct platform, Agreement Express delivers the accoutrement you charge to action audience a unified agenda onboarding experience, while affective affairs through adapted workflows with automatic action automation, and automatic KYC, AML, and acquiescence controls in the aback end. And what’s added – your audience can be onboarded with a one-click experience, affective new annual openings and transitioning accounts from the applicant to your close to your babysitter with a about airy acquaintance to the client.

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