Agreement Express Ceo

The technology will allow consultants to digitally fill out new account forms. Once clients have signed the form and it has been approved by the compliance team, the account is automatically opened at one of IFP`s four custodian banks: Pershing, Charles Schwab, Fidelity or TD Ameritrade. Overall, in a few days instead of months, Agreement Express customers will assist customers with the transition, provide a complete audit trail, and minimize errors in filling out human forms. “In general, hybrid GIs do not have the flexibility or finances to implement expensive technologies that would otherwise have a positive impact on consultants` businesses,” said William Hamm, IFP`s CEO. “On the other hand, independent brokers not only have control over their own destiny, but are also able to better control and improve their revenue lines…

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