Why Wealthcare

Onboarding

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

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

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

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

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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