{"id":851267,"date":"2023-01-10T18:00:29","date_gmt":"2023-01-10T17:00:29","guid":{"rendered":"https:\/\/bebeez.it\/non-categorizzato\/advisor360-acquires-the-wealth-management-technology-assets-of-agreement-express\/"},"modified":"2023-01-10T18:00:29","modified_gmt":"2023-01-10T17:00:29","slug":"advisor360-acquires-the-wealth-management-technology-assets-of-agreement-express","status":"publish","type":"post","link":"https:\/\/bebeez.it\/en\/private-capital-in-north-america\/advisor360-acquires-the-wealth-management-technology-assets-of-agreement-express\/","title":{"rendered":"Advisor360\u00b0 Acquires the Wealth Management Technology Assets of Agreement Express"},"content":{"rendered":"Advisor360\u00b0\u2019s First Acquisition Brings Multi-Custodian Capabilities, Additional CRM Integrations, and an Expanded Global Team to the Growing Company\n\nWESTON, Mass.--(BUSINESS WIRE)--#Data--Advisor360\u00b0 has acquired the digital onboarding technology and related wealth management assets of technology solutions provider Agreement Express from Frontier Growth, a private equity firm based in Charlotte, North Carolina. Once the technology is integrated, Advisor360\u00b0 will be able to seamlessly support investment and insurance accounts at every major custodian and clearing firm and offer a wider range of integrations with industry-leading CRM providers.\n\n\n\nAdvisor360\u00b0\u2019s integrated technology platform, including its award-winning Digital Onboa<div class=\"leaky_paywall_message_wrap\"><div id=\"leaky_paywall_message\"><a href=\"https:\/\/bebeez.it\/abbonati\/\">Abbonati<\/a> o <a href=\"https:\/\/bebeez.it\/mio-account\/\">Accedi<\/a> per leggere il resto di questo contenuto.<\/div><\/div>","protected":false},"excerpt":{"rendered":"<p>Advisor360\u00b0\u2019s First Acquisition Brings Multi-Custodian Capabilities, Additional CRM Integrations, and an Expanded Global Team to the Growing Company WESTON, Mass.&#8211;(BUSINESS WIRE)&#8211;#Data&#8211;Advisor360\u00b0 has acquired the digital onboarding technology and related wealth management assets of technology solutions provider Agreement Express from Frontier Growth, a private equity firm based in Charlotte, North Carolina. Once the technology is integrated, [&hellip;]<\/p>\n","protected":false},"author":0,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[49625],"tags":[],"settori":[],"slider_categorie_and_home_page":[],"class_list":["post-851267","post","type-post","status-publish","format-standard","hentry","category-private-capital-in-north-america"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Advisor360\u00b0 Acquires the Wealth Management Technology Assets of Agreement Express - BeBeez<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/bebeez.it\/en\/private-capital-in-north-america\/advisor360-acquires-the-wealth-management-technology-assets-of-agreement-express\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Advisor360\u00b0 Acquires the Wealth Management Technology Assets of Agreement Express - BeBeez\" \/>\n<meta property=\"og:description\" content=\"Advisor360\u00b0\u2019s First Acquisition Brings Multi-Custodian Capabilities, Additional CRM Integrations, and an Expanded Global Team to the Growing Company WESTON, Mass.--(BUSINESS WIRE)--#Data--Advisor360\u00b0 has acquired the digital onboarding technology and related wealth management assets of technology solutions provider Agreement Express from Frontier Growth, a private equity firm based in Charlotte, North Carolina. Once the technology is integrated, [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/bebeez.it\/en\/private-capital-in-north-america\/advisor360-acquires-the-wealth-management-technology-assets-of-agreement-express\/\" \/>\n<meta property=\"og:site_name\" content=\"BeBeez\" \/>\n<meta property=\"article:published_time\" content=\"2023-01-10T17:00:29+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/bebeez.it\/wp-content\/uploads\/2019\/10\/be-beez-logo-x2.png\" \/>\n\t<meta property=\"og:image:width\" content=\"683\" \/>\n\t<meta property=\"og:image:height\" content=\"242\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/bebeez.it\/en\/private-capital-in-north-america\/advisor360-acquires-the-wealth-management-technology-assets-of-agreement-express\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/bebeez.it\/en\/private-capital-in-north-america\/advisor360-acquires-the-wealth-management-technology-assets-of-agreement-express\/\"},\"author\":{\"name\":\"\",\"@id\":\"\"},\"headline\":\"Advisor360\u00b0 Acquires the Wealth Management Technology Assets of Agreement Express\",\"datePublished\":\"2023-01-10T17:00:29+00:00\",\"dateModified\":\"2023-01-10T17:00:29+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/bebeez.it\/en\/private-capital-in-north-america\/advisor360-acquires-the-wealth-management-technology-assets-of-agreement-express\/\"},\"wordCount\":709,\"publisher\":{\"@id\":\"https:\/\/15.161.165.86\/#organization\"},\"articleSection\":[\"Private capital in North America\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/bebeez.it\/en\/private-capital-in-north-america\/advisor360-acquires-the-wealth-management-technology-assets-of-agreement-express\/\",\"url\":\"https:\/\/bebeez.it\/en\/private-capital-in-north-america\/advisor360-acquires-the-wealth-management-technology-assets-of-agreement-express\/\",\"name\":\"Advisor360\u00b0 Acquires the Wealth Management Technology Assets of Agreement Express - BeBeez\",\"isPartOf\":{\"@id\":\"https:\/\/15.161.165.86\/#website\"},\"datePublished\":\"2023-01-10T17:00:29+00:00\",\"dateModified\":\"2023-01-10T17:00:29+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/bebeez.it\/en\/private-capital-in-north-america\/advisor360-acquires-the-wealth-management-technology-assets-of-agreement-express\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/bebeez.it\/en\/private-capital-in-north-america\/advisor360-acquires-the-wealth-management-technology-assets-of-agreement-express\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/bebeez.it\/en\/private-capital-in-north-america\/advisor360-acquires-the-wealth-management-technology-assets-of-agreement-express\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/bebeez.it\/en\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Advisor360\u00b0 Acquires the Wealth Management Technology Assets of Agreement Express\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/15.161.165.86\/#website\",\"url\":\"https:\/\/15.161.165.86\/\",\"name\":\"BeBeez\",\"description\":\"BeBeez\",\"publisher\":{\"@id\":\"https:\/\/15.161.165.86\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/15.161.165.86\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/15.161.165.86\/#organization\",\"name\":\"BeBeez\",\"url\":\"https:\/\/15.161.165.86\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/15.161.165.86\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/bebeez.it\/wp-content\/uploads\/2019\/10\/be-beez-logo.png\",\"contentUrl\":\"https:\/\/bebeez.it\/wp-content\/uploads\/2019\/10\/be-beez-logo.png\",\"width\":309,\"height\":122,\"caption\":\"BeBeez\"},\"image\":{\"@id\":\"https:\/\/15.161.165.86\/#\/schema\/logo\/image\/\"}}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Advisor360\u00b0 Acquires the Wealth Management Technology Assets of Agreement Express - BeBeez","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/bebeez.it\/en\/private-capital-in-north-america\/advisor360-acquires-the-wealth-management-technology-assets-of-agreement-express\/","og_locale":"en_US","og_type":"article","og_title":"Advisor360\u00b0 Acquires the Wealth Management Technology Assets of Agreement Express - BeBeez","og_description":"Advisor360\u00b0\u2019s First Acquisition Brings Multi-Custodian Capabilities, Additional CRM Integrations, and an Expanded Global Team to the Growing Company WESTON, Mass.--(BUSINESS WIRE)--#Data--Advisor360\u00b0 has acquired the digital onboarding technology and related wealth management assets of technology solutions provider Agreement Express from Frontier Growth, a private equity firm based in Charlotte, North Carolina. Once the technology is integrated, [&hellip;]","og_url":"https:\/\/bebeez.it\/en\/private-capital-in-north-america\/advisor360-acquires-the-wealth-management-technology-assets-of-agreement-express\/","og_site_name":"BeBeez","article_published_time":"2023-01-10T17:00:29+00:00","og_image":[{"width":683,"height":242,"url":"https:\/\/bebeez.it\/wp-content\/uploads\/2019\/10\/be-beez-logo-x2.png","type":"image\/png"}],"twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/bebeez.it\/en\/private-capital-in-north-america\/advisor360-acquires-the-wealth-management-technology-assets-of-agreement-express\/#article","isPartOf":{"@id":"https:\/\/bebeez.it\/en\/private-capital-in-north-america\/advisor360-acquires-the-wealth-management-technology-assets-of-agreement-express\/"},"author":{"name":"","@id":""},"headline":"Advisor360\u00b0 Acquires the Wealth Management Technology Assets of Agreement Express","datePublished":"2023-01-10T17:00:29+00:00","dateModified":"2023-01-10T17:00:29+00:00","mainEntityOfPage":{"@id":"https:\/\/bebeez.it\/en\/private-capital-in-north-america\/advisor360-acquires-the-wealth-management-technology-assets-of-agreement-express\/"},"wordCount":709,"publisher":{"@id":"https:\/\/15.161.165.86\/#organization"},"articleSection":["Private capital in North America"],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/bebeez.it\/en\/private-capital-in-north-america\/advisor360-acquires-the-wealth-management-technology-assets-of-agreement-express\/","url":"https:\/\/bebeez.it\/en\/private-capital-in-north-america\/advisor360-acquires-the-wealth-management-technology-assets-of-agreement-express\/","name":"Advisor360\u00b0 Acquires the Wealth Management Technology Assets of Agreement Express - BeBeez","isPartOf":{"@id":"https:\/\/15.161.165.86\/#website"},"datePublished":"2023-01-10T17:00:29+00:00","dateModified":"2023-01-10T17:00:29+00:00","breadcrumb":{"@id":"https:\/\/bebeez.it\/en\/private-capital-in-north-america\/advisor360-acquires-the-wealth-management-technology-assets-of-agreement-express\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/bebeez.it\/en\/private-capital-in-north-america\/advisor360-acquires-the-wealth-management-technology-assets-of-agreement-express\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/bebeez.it\/en\/private-capital-in-north-america\/advisor360-acquires-the-wealth-management-technology-assets-of-agreement-express\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/bebeez.it\/en\/"},{"@type":"ListItem","position":2,"name":"Advisor360\u00b0 Acquires the Wealth Management Technology Assets of Agreement Express"}]},{"@type":"WebSite","@id":"https:\/\/15.161.165.86\/#website","url":"https:\/\/15.161.165.86\/","name":"BeBeez","description":"BeBeez","publisher":{"@id":"https:\/\/15.161.165.86\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/15.161.165.86\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/15.161.165.86\/#organization","name":"BeBeez","url":"https:\/\/15.161.165.86\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/15.161.165.86\/#\/schema\/logo\/image\/","url":"https:\/\/bebeez.it\/wp-content\/uploads\/2019\/10\/be-beez-logo.png","contentUrl":"https:\/\/bebeez.it\/wp-content\/uploads\/2019\/10\/be-beez-logo.png","width":309,"height":122,"caption":"BeBeez"},"image":{"@id":"https:\/\/15.161.165.86\/#\/schema\/logo\/image\/"}}]}},"_links":{"self":[{"href":"https:\/\/bebeez.it\/en\/wp-json\/wp\/v2\/posts\/851267","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bebeez.it\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bebeez.it\/en\/wp-json\/wp\/v2\/types\/post"}],"replies":[{"embeddable":true,"href":"https:\/\/bebeez.it\/en\/wp-json\/wp\/v2\/comments?post=851267"}],"version-history":[{"count":0,"href":"https:\/\/bebeez.it\/en\/wp-json\/wp\/v2\/posts\/851267\/revisions"}],"wp:attachment":[{"href":"https:\/\/bebeez.it\/en\/wp-json\/wp\/v2\/media?parent=851267"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bebeez.it\/en\/wp-json\/wp\/v2\/categories?post=851267"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bebeez.it\/en\/wp-json\/wp\/v2\/tags?post=851267"},{"taxonomy":"settori","embeddable":true,"href":"https:\/\/bebeez.it\/en\/wp-json\/wp\/v2\/settori?post=851267"},{"taxonomy":"slider_categorie_and_home_page","embeddable":true,"href":"https:\/\/bebeez.it\/en\/wp-json\/wp\/v2\/slider_categorie_and_home_page?post=851267"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}