Bringing new books of business over to your firm shouldn’t be an expensive and time consuming manual process. With Agreement Express, you can leverage the power of automated advisor transitions at scale. Quickly and easily transition your clients in days.
An informative and entertaining 1-hour session that discusses how to successfully plan for and navigate around some of the common challenges that are associated with transitioning your book of business on your journey to independence.Watch Webinar
Easily view in-depth audit trails to effortlessly generate reports for your compliance team.
Forms are pre-filled automatically, helping to reduce your NIGO rate to virtually zero.
Increase your back office efficiency and effectiveness by fully automating the transitions process.
Agreement Express intelligently assembles form packages for you using your transitions template. Relevant proprietary and custodial forms are combined in real-time and automatically distributed to custodians. Client packages are sent out to clients individually and are fully trackable throughout the process.
Over 300 wealth management firms and advisors were surveyed about the state of their broker transition processes. The results show that transitioning to a new broker or custodian continues to be a painstaking and largely manual process that can result in lost clients and lengthy delays in getting assets under management.VIew Infographic