Our 360˚ support throughout your transition is designed to get your business back to normal quickly and efficiently and minimize disruptions to your revenue stream:
- Live support and training throughout your transition and beyond—have a question? Get it answered. Period.
- A “Take Action” week-by-week schedule so you can check off tasks and manage the process as it happens.
- Robust library of pre-written letters for you to communicate changes and progress to clients.
- Advance notification of all communications sent to your clients by our broker-dealer.
- Commitment to have 90% of the assets transferred within 90 days.