Guide You Through Our Process
Set Expectations
Answer Any of Your Questions
Collect More Information
Changing firms can feel overwhelming — and with good reason. Transitioning your book of business often takes 3–6 months, involves countless forms, and comes with the risk of losing valuable client relationships if even one step is missed.
But it doesn’t have to be that way.
Our Advisor Transition Team specializes in making advisor transitions smooth, strategic, and stress-free. From handling paperwork to preserving your client relationships, we guide you through every step — so you can focus on what you do best: serving your clients and growing your business.
Your next chapter shouldn’t come with uncertainty. With the right partner, you can transition with confidence — and take your practice to the next level.
The Advisor Transition Solution from Docupace and PreciseFP enables broker-dealers, RIAs, and advisors to save time, money, and effort with a cloud-based platform. The solution uses a digital process that quickly pre-populates all new account paperwork and significantly reduces NIGOs.
