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March 19, 2020 08:00 ET | Source: Agreement Express

Agreement Express and Practifi Announce Partnership

Vancouver, B.C., March 19, 2020 (GLOBE NEWSWIRE) -- Agreement Express, a leading client onboarding software platform for financial services, and Practifi, a practice management solution for...
October 29, 2019 09:00 ET | Source: Agreement Express

Agreement Express Announces Participation in Schwab OpenView Gateway®.

Vancouver, Oct. 29, 2019 (GLOBE NEWSWIRE) -- Agreement Express, a leading client onboarding and transitions software platform for wealth firms, today announces its participation in Schwab OpenView...