Transition Clients in Days, Not Months

Gain the power to transition books of business in days, instead of months with Automated Broker Transitions, powered by the Agreement Express platform.

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Breaking Free Without Breaking Down

Best Practices for Your Transition to Independence

Recorded on December 6, 2018

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Meet your new secret growth weapon

For wealth management firms like yours, growth is a top priority, yet cost-effective customer acquisition remains a tough challenge. Increasingly, the quickest paths to rapid growth involve merging with another firm or acquiring business from breakaway advisory teams.

But bringing new books of business over to your firm can be an expensive and time consuming manual process that can negatively affect both your bottom line and client perceptions. Get ready to leverage the power of automated account transitions at scale.

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The Old Paper Way The New Digital Way
Data entry Manual entry Automated form completion and submission
NIGO Increased NIGO NIGO decreases to virtually zero
Reporting Not trackable or reportable Fully auditable and reportable with real-time statistics
Capacity 1 to 4 transitions per month Unlimited transitions per month
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Roadblock to Growth
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Catalyst to Accelerated Growth
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Ready to grow your AUM faster?

We're working with the most forward-thinking RIAs in the industry to transition assets over to their platforms. Talk to us to find out how we can streamline the transition process for your firm.

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Our Solution

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1. Intelligent Package Assembly

Using the transitions template, Agreement Express assembles all document packages, selecting the relevant account types and combining proprietary and custodian account forms.

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2. Data auto-entry

From the completed transitions template, Agreement Express auto populates all required data fields across each document in the package, reducing the possibility of human error and saving hours of manual administration

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3. Automated Workflows

Initiates a digital workflow that will distribute all required documents via email - advisor review, client signature, and compliance review.

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4. Automatic distribution to custodians

Distribute final document packages to custodian for account opening (delivery based on custodial partnership with AEX)

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Find out more

Download our solution note to learn how to accelerate the growth of your firm’s book of business with automated broker transitions and account transfers.

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Natively Digital

  • Eliminate paperwork
  • On-demand and scalable
  • Turnkey deployment
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Highly Secure

  • 100% secure cloud solution
  • SOC II Compliant
  • Enhanced Two Factor Authentication
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  • Eliminate redundancy
  • Accelerate approvals
  • Improve client experience
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Compliance By Design

  • Compliance-friendly audit trail
  • Robust audit and reporting
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Integrated Digital Signature

  • Reduce cost and complexity
  • One platform one e-signature
  • Unified solution
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Operational Visibility

  • Quickly assess performance
  • Review operational metrics
  • Eliminate bottlenecks

Speak with us

It's time to start thinking about a fast, digital, automated client onboarding process. Schedule a call with us and let's talk about your organization's needs.

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Don't just take our word for it

"Best user experience for account transfers I’ve ever seen. Light years ahead of custodian reports."

Craig Iskowitz, CEO Ezra Group

Before you go!

Why not download our popular whitepaper on evaluating onboarding automation solutions?

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