Agreement Express

Founded in 2001, Agreement Express is a software-as-a-service (SaaS) company that specializes in automating and digitizing the client onboarding process for financial services firms, particularly in wealth management. Their platform, AEX, aims to eliminate paper-based processes, reduce errors, ensure compliance (KYC/AML), and significantly speed up the time it takes to open new client accounts. By providing a seamless digital experience for both advisors and clients, the company helps financial institutions improve operational efficiency and enhance customer satisfaction.