Help new advisors to simplify the onboarding of their book of business.
To attract and retain top advisors, you need a digital onboarding experience that is transparent, simple, and that shows your dedication to a great relationship. Transitions creates an initial experience with your firm that imports assets quickly and correctly. Separate dashboard capabilities can create a new, higher level of transparency, in addition to monitoring day-to-day activities. With bulk import, a new advisor’s entire book of business can be safely transferred, helping you lose the faxing, mail couriers, and sticky notes—and building client loyalty.