A
Transition Spreadsheet Creation or Assistance
B
Create Client Household Kits for e-Signature
Forms are editable and pre-tagged for streamlined submission through DocuSign
C
Proprietary Document Generation
o Advisory Agreement
o Broker Dealer Paperwork (if applicable)
D
On Site or Remote Support
o Experienced Transition Specialists dedicated to the success of the transition
o Document review, DocuSign submission, tracking and NIGO resolution
o Provide real time performance updates