M&A Deal Summary |
|
|---|---|
| Date | 2023-01-10 |
| Target | Agreement Express Wealth Management Technology Assets |
| Sector | Information Technology |
| Buyer(s) | Advisor360° |
| Sellers(s) | Agreement Express |
| Deal Type | Divestiture |
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Advisor360° builds, integrates, and delivers technology for wealth management firms. The company’s integrated and open architecture SaaS platform brings a connected digital wealth experience to financial advisors, their clients, and the home office, so that firms can drive better outcomes and innovate quickly. Its clients benefit from timesaving capabilities and streamlined workflows when it comes to portfolio and performance reporting, financial planning, insurance, proposal generation, trading and model management, digital onboarding, document management, analytics, and compliance. The company’s proprietary Unified Data Fabric (UDF) is the foundation of its platform, weaving together shared services and pre-built integrations that work with existing technology stacks. Advisor360° is headquartered in Weston, Massachusetts, with offices in Bengaluru India, and Ireland, and a remote workforce in Canada.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 1 |
| Sector (Information Technology) | 1 of 1 |
| Type (Divestiture) | 1 of 1 |
| State (British Columbia) | 1 of 1 |
| Country (Canada) | 1 of 1 |
| Year (2023) | 1 of 1 |
Agreement Express is a client onboarding automation provider for financial services. The platform allows wealth management and payment companies to deliver a consistent customer application, approval, and onboarding experience across their product offerings & channels. Agreement Express was founded in 2001 and is based in Vancouver, British Columbia.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 1 |
| Sector (Information Technology) | 1 of 1 |
| Type (Divestiture) | 1 of 1 |
| State (British Columbia) | 1 of 1 |
| Country (Canada) | 1 of 1 |
| Year (2023) | 1 of 1 |
