Our Transition Program
Quickly and smoothly transition your clients. Leave the heavy lifting to us.
Industry Leading Transition Program
Our industry leading Transition Program ensures your move is quick and effortless. We won’t stop until every last component of your Transition has been completed. We know making the leap from one firm to another is both daunting and challenging. That’s why we have a full-time dedicated transition team to help you every step of the way.
Receive significant training and planning ahead of time
- Thorough planning is critical for a successful transition, and the sooner you start the better
- Robust pre-transition planning
- Transition best practices and advice
- Checklists, Scripts for phone calls, and Clear Timelines
Leverage our robust onboarding platform and technology
- Clients can sign up online or with paper, your choice
- Instantly initiate transfers, effortlessly set up and adjust ongoing payments
- Track your progress by the minute through your Optimize Dashboard
- Onboard and service new clients at the click of a button
Use our Transition SWAT Team
- A dedicated Client Service Manager guides you through every step of the onboarding process
- A full-time internal Portfolio Manager assists you with every single transition meeting to ensure every client feels properly welcomed
- Your Relationship Manager is always available to ensure your transition is a massive success
- Our transition team of experienced financial, compliance, technology, and operations professionals literally does not stop until every last component of your Transition has been completed
Let our superior client offering speak for itself
- Family Office Platform
- Premium Investment Returns
- Broad array of in-house and third-party managed portfolio solutions
- Pension style Asset Management
- Pure no-load fee structure
- Bank-level security through our firm and our custodian National Bank (NBIN)
- User-friendly statements and online account access
Our Transition Specialists
A.K.A 'The SWAT Team'
Our Transition Team includes extremely experienced financial, compliance, technology, and operations professionals who will work tirelessly until every last component of your Transition has been completed.
