It’s one thing to know you’re making a good decision. It can be quite another convincing clients. We can help.
We’ll outline the streamlined process that guides the transition. Investment mapping is an integral part of the client transition, as it shows the potential value to clients of the move to Wealthcare. And offering lasting value is one way to retain clients.
Wealthcare’s client transition team jumps into action once you’ve decided to make the move. Our experienced investment professionals follow a simple process to lead you and your clients through the transition.
By mapping each client’s investments to an appropriate portfolio model, we help ease your clients through the transition, with as little disruption as possible.
Our Action Team will guide you and your clients through the transition as you begin onboarding. By streamlining the process and performing a client investment transition analysis focused on reducing trades, we can help you demonstrate value from day one.
Wealthcare’s planning team can assist you with migrating existing client plans to GDX360, our state-of-the-art technology that brings together planning and investing activities in a single, unified platform.
Experience matters.
Wealthcare builds and follows best practices in leading advisors and clients through the transition. We know what to look out for and how to navigate the inevitable obstacles that arise.
This makes all the difference between a smooth, seamless transition and a choppy, disruptive move.
Change can be unsettling – especially to clients.
Recognizing this, our team of professionals will craft a clear roadmap that gives step-by-step navigation to ensure as smooth a transition as possible. Our client transition process covers the following key components:
Contact us to learn more about how Wealthcare can make the transition process smooth and seamless for you and your clients.
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