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The Wealthcare Experience
We make the transition simple, not simpler.
Wealthcare’s onboarding team provides you with disciplined, ongoing support. When you join Wealthcare, you’re assigned an Action Team who will guide your transition. This team includes operations, technology, compliance, investments, planning, marketing, and billing professionals.
Our transition and onboarding roadmap follows a defined process. Our professionals lay out a clear -path that provides the necessary guidance to ensure a smooth transition. This process covers the following vital aspects of your transition, and more including:
- Account documentation (paperwork)
- Compliance documentation
- Establishing a clear set of expectations
- Clear communication across all stakeholders
- Marketing communication
- Plan migration
- Investment mapping
Get started today!
Learn how Wealthcare can help you transition your practice with minimal disruption to your business.Let's get started