We are happy to announce the digital onboarding and wealth management technology assets of Frontier portfolio company, Agreement Express, has been acquired by Advisor360°, an integrated digital wealth management company. This acquisition will accelerate Advisor360°’s support of investment and insurance accounts at every major custodian and clearing firm, and offer a wider range of integrations with industry-leading CRM providers.
The payments solution side of Agreement Express was acquired by NMI in 2022.
Read more about the acquisition of Agreement Express by Advisor360° here.
Next News Post
Congratulations to Frontier portfolio companies – ClearGov, Granicus, and NEOGOV for being named to the 2023 GovTech Top 100 list. This list consists of the top 100 companies focused on, making a difference in, and selling to state and local government agencies across the United States. Find…