Wealthcare’s simple onboarding process can ease the stress of transition
When financial advisors transition to Wealthcare, our onboarding team guides you through the complete process. You can focus on your clients.
We make the transition simple, not just simpler.
Wealthcare’s onboarding team provides you with disciplined, ongoing support
When you join Wealthcare, you’re assigned an Action Team. This is a team of our professionals from different groups who will guide your transition. Our team has experience in delivering successful transitions and features staff from groups including:
- Operations
- Compliance
- Investments
- Planning
- Marketing
- Billing
Many firms talk a good game when it comes to transitioning your practice
Wealthcare walks the walk by assembling a team of experienced professionals to manage your transition.
Wealthcare provides step-by-step transition guidance
Many firms talk a good game when it comes to guiding you through the transition. Our team of investment professionals walks you through the transition covering the important points including:
- Planning
- Technology
- Compliance
- Investments and trading
- Client account mapping and conversion
- Advisor and client billing
Our transition and onboarding roadmap follows a defined process
Change can be scary, but it doesn’t have to be.
Our professionals lay out a clear roadmap that provides the necessary guidance to ensuring as smooth a transition as possible. This process covers the following vital aspects of your transition, and more including:
- Account documentation (paperwork)
- Establishing a clear set of expectations
- Clear communication across all stakeholders
- Marketing communication
- Plan migration
- Investment mapping
