Why Wealthcare

Transitioning Your Clients

A smoother transition and streamlined conversion for advisors and clients

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 important part of the client transition, as it shows the potential value to clients of the move to Wealthcare. And showing ongoing value is one way to retain clients.

Our client transition model provides step-by-step guidance

Our client transition model provides step-by-step guidance

Wealthcare’s client transition team jumps into action once you’ve made the decision to make the move. Our team of experienced investment professionals follows a simple process to lead you and your clients through the transition.

By mapping each client’s investments to an appropriate Wealthcare model, we help ease your clients through the transition, with as little disruption as possible.

Get Wealthcare’s planning and investing guidance and support during the client transition

Get Wealthcare’s planning and investing guidance and support during the client transition

As you begin onboarding, our Action Team will guide you and your clients through the transition. By streamlining the process and performing a client investment transition analysis that’s 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.

We’ve built and fine-tuned a set of best practices to guide the transition

We’ve built and fine-tuned a set of best practices to guide the transition

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.

That’s how it should be.

Our client transition and onboarding roadmap follows a defined process

Our client transition and onboarding roadmap follows a defined process

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:

  • Streamlining (where possible) account documentation
  • Establishing a clear set of expectations
  • Clear communication with you and your clients
  • Marketing communication and materials
  • Migrating client financial plans
  • Investment mapping to reduce trading impact

Ways To Work With Us:

Join our RIA

Join our RIA

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Open your own RIA

Open your own RIA

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Stay with your RIA

Stay with your RIA

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Join our hybrid RIA

Join our hybrid RIA

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