Agreement Express (AEX)

Agreement Express is the leading client onboarding automation provider for financial services. The platform allows wealth management firms to deliver a consistent customer application, approval, and onboarding experience across their product offerings & channels. The platform is the first of its kind to help top performing firms gather, use, and re-use client data to improve and evolve rich customer experiences. Agreement Express enables the top financial institutions around the world to provide best-in-class digital experiences to their customers, and integrate to the back-office for streamlined compliance and risk workflows.