Agreement Express, a leading provider of total digital onboarding for wealth management, 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 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.”

ABOUT AGREEMENT EXPRESS

Agreement Express is a complete client onboarding platform for financial services. The Agreement Express platform allows financial institutions to design and execute consistent automated onboarding experiences across their product offerings and channels, while providing deep analytics that enable proactive and personalized client advice. The platform is the first of its kind to help top performing firms gather, use, and reuse client data to improve and evolve rich customer experiences. Agreement Express enables Fortune 500 financial institutions around the world to provide best-in-class digital onboarding to their clients and grow their business. For more information about Agreement Express, visit www.agreementexpress.com.

ABOUT TD AMERITRADE INSTITUTIONAL

TD Ameritrade Institutional empowers more than 6,000 independent registered investment advisors to transform the lives of their clients. It provides powerful technology and resources that help simplify running a business and let advisors spend time more time doing what matters most — serving their clients. Through meaningful innovation, steadfast advocacy and unwavering service, TD Ameritrade Institutional supports RIAs as they build businesses that positively impact their clients and communities. TD Ameritrade Institutional is a division of TD Ameritrade, Inc., member FINRA/SIPC, a brokerage subsidiary of TD Ameritrade Holding Corporation. To learn more about the TD Ameritrade Institutional Veo One platform, visit: www.tdainstitutional.com/offerings/technology-platforms/veo-one.html.