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Agreement Express and TD Ameritrade Institutional Deliver Straight-Through Account Opening to Veo Platform'Total' Onboarding Solution for Wealth Management Now Integrated Into TD Ameritrade Institutional Veo Platform VANCOUVER, Dec. 17, 2018 /CNW/ - Agreement Express, the leading provider of total digital onboarding for wealth management, today announced the integration of its platform with the TD Ameritrade Institutional Veo Platform. The integration allows wealth management firms to onboard clients digitally with a unified experience straight-through to Veo, fully digitizing the traditionally paper-based and manually intensive process to get assets under management (AUM) faster. 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 an 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:
"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." About Agreement Express Connect with Agreement Express: About TD Ameritrade Institutional TD Ameritrade, Inc. and Agreement Express are separate, unaffiliated companies and they are not responsible for each other's services and products. Veo Integrated is an indication of programming compatibility. It does not imply any TD Ameritrade, Inc. recommendation of, endorsement of, warranty of, or fitness for use of Agreement Express' products or services. TD Ameritrade is not responsible for information, opinions or services provided by Agreement Express. Brokerage services provided exclusively by TD Ameritrade, Inc., member FINRA/SIPC. Veo is a trademark of TD Ameritrade, Inc. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission. All rights reserved. View original content to download multimedia:http://www.prnewswire.com/news-releases/agreement-express-and-td-ameritrade-institutional-deliver-straight-through-account-opening-to-veo-platform-300767337.html SOURCE Agreement Express |