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Agreement Express Inc.

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Agreement Express and Practifi Announce Strategic Partnership

Vancouver, BC, April 21, 2020--Agreement Express, a leading client onboarding software platform for financial services, and Practifi, a practice management solution for financial firms announce a strategic partnership.

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Company Snapshot

Agreement Express Inc.

Vancouver (InfoTech)
20-49 Employees In BC (20-49 Employees Total)
Founded: 2001

Agreement Express makes salespeople more efficient by decreasing the time it takes customers to return paperwork and by ensuring every application is submitted correctly the first time.

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Agreement Express Inc.

Vancouver (InfoTech)

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Agreement Express Announces Participation in Schwab OpenView Gateway

Vancouver, BC, November 22, 2019--Agreement Express, a leading client onboarding and transitions software platform for wealth firms, has announced its participation in Schwab OpenView Gateway.

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Agreement Express Inc.

Vancouver (InfoTech)

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Agreement Express Announces New Customer F1 Payments

Vancouver, BC, September 5, 2019--Agreement Express, a leading client onboarding software platform for financial services, announces F1 Payments as its newest customer.

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Agreement Express Inc.

Vancouver (InfoTech)

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Agreement Express Announces New Payments Customer, Zift

Vancouver, BC, August 26, 2019--Agreement Express, a leading client onboarding software platform for financial services, has announced Zift as its newest customer.

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Agreement Express Inc.

Vancouver (InfoTech)

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Agreement Express and Paya Services Launch Unified Application for Merchant Acquisition

Vancouver, BC, May 24, 2019--Agreement Express, a leading provider of total digital onboarding for payment service and wealth management providers, announced the availability of Paya Services check and ACH offerings on the Agreement Express Unified Application.

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Agreement Express Inc.

Vancouver (InfoTech)

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Agreement Express Appoints Dave O’Brien as Chief Executive Officer

Vancouver, BC, April 15, 2019--Agreement Express, a Vancouver-based leading SaaS-based digital client onboarding platform provider for the financial services industry, announced that Dave O'Brien has joined the company as Chief Executive Officer.

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Agreement Express Inc.

Vancouver (InfoTech)

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Agreement Express and TD Ameritrade Institutional Deliver Straight-Through Account Opening to Veo Platform

Vancouver, BC, January 4, 2019--Agreement Express, a leading provider of total digital onboarding for wealth management, has announced the integration of its platform with the TD Ameritrade Institutional Veo Platform.

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Agreement Express Inc.

Vancouver (InfoTech)

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