As the only total onboarding platform, Agreement Express provides a SaaS solution that delivers practically invisible client onboarding with visible business impact. The platform extends beyond just digital forms and e-signatures, providing the ability to open or transition multiple account types at the same time without the need to send multiple documents or rekey data into disparate systems, delivering a unified client experience and processing straight-through to TD Ameritrade Institutional.
"We are relentlessly focused on making it simple for wealth management firms to digitize their entire onboarding process, and are proud to deliver a game-changing integration to the TD Ameritrade Institutional Veo Platform," says Mike Gardner, CEO of Agreement Express. "The vision of making onboarding practically invisible came from insights gathered from RIAs and major custodians whose onboarding processes were buried in paper, required rekeying of information, and were fragmented throughout the process with multiple touchpoints and delays in getting assets under management and delivering an optimal client experience. TD Ameritrade Institutional is the first major custodian to remove the hurdles for its RIAs with straight-through processing delivered by Agreement Express."
The integration will provide users with a number of tangible benefits, including:
- Simple opening of multiple accounts at the same time
- Applied suitability and compliance rules from the moment an application is triggered
- Pre-populated form fields with most recent, known client data
- Removal of manual re-entry of data from forms or from one system to another
- Accessibility from anywhere, on any device or operating system
- Applied intelligent workflows with robotic process automation from the moment an application is sent
- Visibility into the status of an application so firms can see where it is in the approval process
"Our collaboration with leading technology firms has helped us deliver automated solutions that address the frustrations most advisors experience when opening new accounts," said Robert Mahoney, director of technology solutions at TD Ameritrade Institutional. "Through integrations with industry innovators, we enable advisors to get these onboarding tasks completed more quickly and accurately."