New Straight-Through Processing With TD Ameritrade Will Vastly Improve Client Onboarding Experience

Source: Agreement Express 2020-04-28

Agreement Express is an official technology solution on the Veo Open Access® platform from TD Ameritrade Institutional.

This critical integration will enable straight-through processing from Agreement Express to TD Ameritrade, further streamlining the digital onboarding experience for RIAs and wealth clients alike.

Integration Details

Specific functionality of the integration includes the following:

Single platform, single signing package: RIAs can provide a single signing package to clients for all account openings—including custodian and proprietary forms—reducing app abandonment and workflow inefficiencies, and creating a seamless client onboarding experience.

Single platform for multi-custodian transactions & maintenance forms: RIAs can use the Agreement Express platform to complete maintenance forms, and to launch new client transactions for all TD Ameritrade accounts, as well as other custodian accounts.

Secure, reliable transactions and integrations: For advisor transitions and new account openings, wealth firms can count on Agreement Express enterprise-level APIs and integrations to connect securely to Veo One, other custodian platforms and proprietary platforms, as well as many other solutions in existing tech stacks.

Bottom-Line Benefits

The expectation is that advisors spend the majority of their time meeting with clients, providing advice, opening new accounts and maintaining existing accounts. However, studies suggest that advisors are really only spending half of their time on these types of revenue-generating activities – with a significant percentage of time being spent on back office/admin-related tasks. The enhanced integration between Agreement Express and TD Ameritrade’s platform allows RIAs to reduce costly inefficiencies and focus on the client-facing, revenue-generating activities that matter.

Our integration with TD Ameritrade’s platform is representative of our common goals to support RIAs looking to grow, thrive and improve their clients’ lives. It is also reflective of Agreement Express’s deep commitment to providing RIAs a true multi-custodial digital client onboarding experience.

New Straight-Through Processing With TD Ameritrade Will Vastly Improve Client Onboarding Experience

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